Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Dfa U.S. Targeted Value Cl I Mutual Fund in their Schedule of Assets, totaling $4.6M 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 | KENNEDY/JENKS CONSULTANTS, INC. KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN | SAN FRANCISCO CA | 507 | $148.0M | $2.4M |
| 2 | VONTOBEL ASSET MANAGEMENT, INC. VONTOBEL ASSET MANAGEMENT, INC. 401(K) SAVINGS PLAN | NEW YORK NY | 93 | $68.3M | $1.2M |
| 3 | Q&D CONSTRUCTION LLC |
SPARKS NV |
| 161 |
| $18.9M |
| $884K |
| 4 | KLEBERG BANK, N.A. KLEBERG BANK, N.A. 401(K) PLAN | KINGSVILLE TX | 129 | $14.8M | $116K |
| 5 | MESA NATURAL GAS SOLUTIONS LLC MESA NATURAL GAS SOLUTIONS LLC 401(K) PROFIT SHARING PLAN AND TRUST | LOVELAND CO | 782 | $15.9M | $43K |
| 6 | ROCLA CONCRETE TIE, INC. ROCLA CONCRETE TIE, INC. RETIREMENT SAVINGS PLAN | LAKEWOOD CO | 200 | $14.2M | $9K |
