Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Dfa U.S. Targeted Value I Mutual fund in their Schedule of Assets, totaling $49.2M 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 | OHIO FARMERS INSURANCE COMPANY WESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN | WESTFIELD CENTER OH | 2,616 | $515.5M | $30.7M |
| 2 | CLECO POWER LLC CLECO POWER LLC 401(K) SAVINGS & INVESTMENT PLAN | PINEVILLE LA | 1,145 | $476.1M | $12.9M |
| 3 | ALLIANCE EXECUTIVE SEARCH, LLC |
VIENNA VA |
| 159 |
| $14.5M |
| $1.5M |
| 4 | TAUCK, INC. TAUCK, INC. 401(K) PROFIT SHARING PLAN | WILTON CT | 493 | $112.6M | $924K |
| 5 | ZILLIANT, INC. ZILLIANT, INC. 401K PLAN | AUSTIN TX | 159 | $24.6M | $911K |
| 6 | CAPITAL LUMBER COMPANY CAPITAL LUMBER COMPANY 401(K) PLAN | PHOENIX AZ | 416 | $48.8M | $848K |
| 7 | CALIFORNIA RURAL LEGAL ASSISTANCE, INC. CALIFORNIA RURAL LEGAL ASSISTANCE, INC. 401(K) RETIREMENT SAVINGS PLAN | MODESTO CA | 231 | $12.6M | $569K |
| 8 | THE WALLICK COMPANIES, LLC THE WALLICK COMPANIES 401(K) RETIREMENT SAVINGS PLAN | NEW ALBANY OH | 772 | $23.4M | $296K |
| 9 | THE NEW IEM, LLC IEM 401(K) PLAN | FREMONT CA | 1,623 | $43.4M | $191K |
| 10 | SPRING VENTURE GROUP, LLC SPRING VENTURE GROUP, LLC 401(K) PLAN | KANSAS CITY MO | 1,228 | $28.4M | $126K |
