Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA U.S. Targeted Value Mutual fund in their Schedule of Assets, totaling $4.0M 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 | NEWMEYER & DILLION, LLP NEWMEYER & DILLION EMPLOYEE 401(K) SAVINGS PLAN | NEWPORT BEACH CA | 97 | $43.5M | $2.9M |
| 2 | JAMES W. FOWLER CO. JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN | DALLAS OR | 189 | $17.5M | $481K |
| 3 | COMMUNITY HEALTH CENTER OF CAPE COD 403(B) PLAN |
MASHPEE MA |
| 235 |
| $17.1M |
| $302K |
| 4 | FIRST AMERICAN BANK & TRUST COMPANY FIRST AMERICAN BANK & TRUST CO. CASH PLAN | ATHENS GA | 114 | $15.2M | $210K |
| 5 | THE GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 403B THRIFT PLAN FOR THE GOODWILL INDUSTRIES OF AKRON, OHIO, INC. | AKRON OH | 427 | $5.6M | $74K |
| 6 | BREWDOG BREWING COMPANY LLC BREWDOG BREWING COMPANY LLC 401(K) PLAN | CANAL WINCHESTER OH | 409 | $1.7M | $2K |
