Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA U.S. Targeted Value I N/R in their Schedule of Assets, totaling $1.5M 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 | LAFORCE, LLC LAFORCE, LLC 401(K) PLAN | GREEN BAY WI | 670 | $100.7M | $940K |
| 2 | PACUR LLC PACUR 401(K) PROFIT SHARING PLAN AND TRUST | OSHKOSH WI | 142 | $20.2M | $531K |