Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA U.S. Targeted Value Fund Pooled separate account in their Schedule of Assets, totaling $1.2M 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 | ROCKBRIDGE CAPITAL, LLC ROCKBRIDGE CAPITAL LLC 401K PLAN | COLUMBUS OH | 114 | $35.9M | $369K |
| 2 | MARMOL RADZINER AN ARCHITECTURAL CORPORATION MARMOL RADZINER AN ARCHITECTURAL CORPORATION 401K RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 186 | $13.2M | $289K |
| 3 | HICKINGBOTHAM INVESTMENTS, INC. HICKINGBOTHAM GROUP 401(K) PLAN | LITTLE ROCK AR | 351 | $18.2M | $261K |
| 4 | MARQUETTE TRANSPORTATION COMPANY, LLC MARQUETTE TRANSPORTATION COMPANY 401(K) PLAN | PADUCAH KY | 1,390 | $94.0M | $167K |
| 5 | PALO ALTO VETERANS INSTITUTE FOR RESEARCH PAVIR RETIREMENT PLAN | PALO ALTO CA | 181 | $40.2M | $68K |
| 6 | HOME ON THE RANGE, INC. THE LIFE BY CHOCOLATE 401(K) PLAN | BERNALILLO NM | 239 | $3.9M | $39K |
| 7 | VPM MANAGEMENT, INC. VPM MANAGEMENT, INC. SAVINGS AND RETIREMENT PLAN | IRVINE CA | 243 | $16.1M | $14K |
