Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA U.S. Targeted Value I Fund Mutual fund in their Schedule of Assets, totaling $12.0M 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 | ATLASSIAN US, INC. ATLASSIAN 401(K) PLAN | SAN FRANCISCO CA | 5,032 | $750.2M | $5.0M |
| 2 | PLASKOLITE, LLC. PLASKOLITE, LLC. & SUBSIDIARIES AMENDED AND RESTATED PROFIT SHARING PLAN | COLUMBUS OH | 1,119 | $155.2M | $4.4M |
| 3 | IMPACT CLIMATE TECHNOLOGIES LLC TOM BARROW CO. PROFIT SHARING PLAN |
ATLANTA GA |
| 331 |
| $54.3M |
| $1.5M |
| 4 | MOI, INC. MOI, INC. RETIREMENT SAVINGS PLAN | BALTIMORE MD | 299 | $28.1M | $665K |
| 5 | DRAKE COMPANIES DRAKE COMPANIES 401(K) PLAN | SCOTTSDALE AZ | 312 | $12.6M | $480K |
