Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA U.S. Targeted Value I Mutual Fund N/A in their Schedule of Assets, totaling $312K 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 | WESTFIELD BANK, FSB WESTFIELD BANK 401(K) PLAN | SEVILLE OH | 201 | $26.0M | $312K |
