Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA U.S. Targeted Value I Fund " in their Schedule of Assets, totaling $8.1M 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 | GREIF PACKAGING LLC GREIF 401(K) RETIREMENT PLAN | DELAWARE OH | 6,763 | $863.4M | $7.8M |
| 2 | ARDAN, INC THE ARDAN COMMUNITY OF COMPANIES 401K AND PROFIT SHARING PLAN | MAITLAND FL | 499 | $50.5M | $263K |
| 3 | NEW ORLEANS & COMPANY NEW ORLEANS & COMPANY 401(K) PLAN |
NEW ORLEANS LA |
| 103 |
| $14.1M |
| $36K |
| 4 | SOUTHERN TIER COMMUNITY HEALTH CENTER NETWORK, INC. UNIVERSAL PRIMARY CARE 403(B) PLAN | OLEAN NY | 145 | $6.3M | $2K |
