Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding DFA U.S. Targeted Value Fund Mutual fund in their Schedule of Assets, totaling $84.3M 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 | LATHAM & WATKINS LLP LATHAM & WATKINS 401(K) SAVINGS AND PROFIT SHARING PLAN | LOS ANGELES CA | 4,864 | $3.1B | $60.0M |
| 2 | LOGITECH INC. LOGITECH 401(K) PLAN | SAN JOSE CA | 1,170 | $360.1M | $4.8M |
| 3 | PACIFIC COAST BUILDING PRODUCTS, INC. PACIFIC COAST BUILDING PRODUCTS, INC. PROFIT SHARING RETIREMENT PLAN |
RANCHO CORDOVA CA |
| 2,193 |
| $313.1M |
| $4.8M |
| 4 | CREATIVE ARTISTS AGENCY, LLC CREATIVE ARTISTS AGENCY RETIREMENT PLAN | LOS ANGELES CA | 1,871 | $436.8M | $3.6M |
| 5 | PACIFIC COAST BUILDING PRODUCTS, IN PACIFIC COAST BUILDING PRODUCTS, INC. 401(K) SAVINGS PLAN | RANCH CORDOVA CA | 3,095 | $153.5M | $2.6M |
| 6 | AGRELIANT GENETICS, LLC AGRELIANT GENETICS 401(K) RETIREMENT PLAN | WESTFIELD IN | 668 | $164.2M | $2.3M |
| 7 | INTERNATIONAL LEASE FINANCE CORPORATION ILFC RETIREMENT SAVINGS 401(K) PLAN | MIAMI FL | 136 | $67.8M | $1.7M |
| 8 | EP WEALTH ADVISORS ADMIN, LLC EP WEALTH ADVISORS ADMIN, LLC 401(K) PLAN | TORRANCE CA | 461 | $60.8M | $1.5M |
| 9 | ASU ENTERPRISE PARTNERS ASU ENTERPRISE PARTNERS 401(K) PLAN | TEMPE AZ | 343 | $52.2M | $1.0M |
| 10 | TRI-CITY CARDIOLOGY CONSULTANTS, P.C. TRI-CITY CARDIOLOGY CONSULTANTS, P.C. 401(K) PLAN | MESA AZ | 292 | $44.9M | $665K |
