Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Targeted Value Fund in their Schedule of Assets, totaling $183K 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 | MATRIX DESIGN GROUP, INC. MATRIX DESIGN GROUP 401(K) PLAN | COLORADO SPRINGS CO | 210 | $17.0M | $165K |
| 2 | S E & A AUTOMOTIVE, LLC S E & A AUTOMOTIVE, LLC 401(K) PLAN | DAPHNE AL | 283 | $2.8M | $13K |
| 3 | PEARSON DENTAL SUPPLIES, INC. PEARSON DENTAL SUPPLIES, INC. 401(K) PLAN |
SYLMAR CA |
| 206 |
| $15.2M |
| $5K |
