Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Targeted Value Fund Mutual Fund in their Schedule of Assets, totaling $34.5M 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 | REGAL REXNORD CORPORATION REGAL REXNORD RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 4,996 | $656.4M | $21.3M |
| 2 | REGAL REXNORD CORPORATION REGAL REXNORD 401(K) PLAN | MILWAUKEE WI | 3,178 | $304.9M | $13.2M |
