Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding DFA U.S. Targeted Value Fund - in their Schedule of Assets, totaling $9.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AUTODIE LLC AUTODIE LLC 401(K) PLAN | GRAND RAPIDS MI | 165 | $40.1M | $1.9M |
| 2 | CTB, INC. CTB, INC. PROFIT SHARING PLAN | MILFORD IN | 1,175 | $159.3M | $1.6M |
| 3 | RINCON RESEARCH CORPORATION RINCON RESEARCH CORPORATION 401(K) PLAN | TUCSON |
| 395 |
| $161.5M |
| $1.5M |
| 4 | PUMA NORTH AMERICA, INC. PUMA NORTH AMERICA, INC. 401(K) PLAN | SOMERVILLE MA | 2,825 | $129.6M | $1.3M |
| 5 | BELMONT CAPITAL LLC BELMONT CAPITAL TAX DEFERRED SAVINGS PLAN AND TRUST | BOSTON MA | 536 | $42.2M | $589K |
| 6 | BASSETT FURNITURE IND. INC. BASSETT FURNITURE IND. INC. 401(K) PLAN | BASSETT VA | 1,223 | $72.8M | $455K |
| 7 | MATOUK TEXTILE WORKS, INC. MATOUK TEXTILE WORKS, INC 401(K) PLAN | FALL RIVER MA | 259 | $10.9M | $333K |
| 8 | MOORE & GILES MOORE & GILES 401(K) PROFIT SHARING P&T | FOREST VA | 118 | $18.2M | $315K |
| 9 | AMERICAN CONTRACT BRIDGE LEAGUE INC. AMERICAN CONTRACT BRIDGE LEAGUE 401(K) RETIREMENT PLAN | HORN LAKE MS | 85 | $13.7M | $153K |
| 10 | HOLLYWOOD FEED, LLC HOLLYWOOD FEED 401(K) PLAN | MEMPHIS TN | 1,134 | $6.7M | $137K |
