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 Pooled separate account in their Schedule of Assets, totaling $46.2M 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 | BERRY GLOBAL, INC. BERRY GLOBAL EMPLOYEES 401(K) RETIREMENT PLAN | EVANSVILLE IN | 17,041 | $1.1B | $44.6M |
| 2 | BERRY GLOBAL, INC. BERRY GLOBAL BARGAINING UNIT 401(K) PLAN | EVANSVILLE IN | 776 | $37.3M | $1.6M |
