Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Mutual fund - DFA US Targeted Value in their Schedule of Assets, totaling $814K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ONE ANESTHESIA, PLLC ONE ANESTHESIA 401(K) PROFIT SHARING PLAN | LOUISVILLE KY | 67 | $69.8M | $742K |
| 2 | NEW HOPE SERVICES, INC. NEW HOPE SERVICES, INC. 401(K) PLAN | JEFFERSONVILLE IN | 108 | $3.5M | $72K |
