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 Mutual Fund NR in their Schedule of Assets, totaling $2.1M 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 | I.M. SYSTEMS GROUP, INC. I.M. SYSTEMS GROUP 401(K) PLAN | ROCKVILLE MD | 60 | $52.6M | $1.8M |
| 2 | VIMEO.COM, INC. VIMEO 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 603 | $102.7M | $254K |
