Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA U.S. Targeted Value CL I Mutual Funds in their Schedule of Assets, totaling $4.8M 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 | DIAMONDBACK E & P LLC DIAMONDBACK E & P LLC 401(K) PLAN | OKLAHOMA CITY OK | 1,028 | $250.7M | $4.7M |
| 2 | OAKBRIDGE INSURANCE AGENCY, LLC OAKBRIDGE INSURANCE AGENCY, LLC EMPLOYEE SAVINGS PLAN | LAGRANGE GA | 536 | $24.9M | $102K |
