Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA U.S. TARGETED VALUE CLASS I Mutual fund in their Schedule of Assets, totaling $8.0M 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 | KOKOSING CONSTRUCTION COMPANY, INC. THE KOKOSING GROUP 401(K) PROFIT SHARING PLAN | FREDRICKTOWN OH | 2,431 | $236.0M | $6.3M |
| 2 | CORNA KOKOSING CONSTRUCTION COMPANY CORNA KOKOSING 401(K) PROFIT SHARING PLAN | WESTERVILLE OH | 366 | $40.3M | $1.3M |
| 3 | KOKOSING CONSTRUCTION COMPANY, INC. |
FREDERICKTOWN OH |
| 1,746 |
| $18.3M |
| $311K |
