Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA DFA US Targeted Value in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FALCK USA, INC. FALCK USA, INC. 401(K) PLAN | ORANGE CA | 2,757 | $82.2M | $790K |
| 2 | FRESH DIRECT HOLDINGS, INC. FRESH DIRECT 401(K) PLAN | BRONX NY | 347 | $45.6M | $520K |
| 3 | REGAL MARINE INDUSTRIES, INC. REGAL MARINE 401(K) RETIREMENT PLAN |
ORLANDO FL |
| 649 |
| $30.1M |
| $175K |
| 4 | MID-CITY ELECTRIC COMPANY MID-CITY ELECTRIC COMPANY EMPLOYEES PROFIT SHARING PLAN | WESTERVILLE OH | 98 | $10.7M | $90K |
| 5 | LAND MARK ELECTRIC, INC. LAND MARK ELECTRIC, INC. 401(K) PLAN | CANOGA PARK CA | 200 | $12.0M | $50K |
| 6 | INSPIRITEC, INC. INSPIRITEC, INC. 401K RETIREMENT PLAN | PHILADELPHIA PA | 1,130 | $13.0M | $31K |
| 7 | SPARROWS OFFSHORE, LLC SPARROWS OFFSHORE, LLC 401(K) SAVINGS PLAN | HOUSTON TX | 249 | $17.9M | $9K |
| 8 | FRESH DIRECT HOLDINGS, INC UTF TRUCKING BARGAINING UNIT 401K | BRONX NY | 749 | $15.9M | $3K |
| 9 | FRESH DIRECT HOLDINGS, INC. FRESH DIRECT BARGAINING UNIT 401K PLAN | BRONX NY | 1,200 | $12.4M | $1K |
