Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding DFA U.S. Targeted Value Portfolio Fund Mutual fund 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 | ALUMINUM PRECISION PRODUCTS, INC. ALUMINUM PRECISION PRODUCTS, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | SANTA ANA CA | 750 | $74.3M | $366K |
| 2 | MATTSON TECHNOLOGY, INC. MATTSON TECHNOLOGY, INC. 401(K) PLAN | FREMONT CA | 246 | $64.3M | $341K |
| 3 | 401(K) ADMINISTRATION MANAGEMENT PROGRAM, INC |
HOUSTON TX |
| 4,295 |
| $52.7M |
| $310K |
| 4 | IVALUA, INC. IVALUA, INC. 401(K) PLAN | REDWOOD CITY CA | 217 | $23.9M | $225K |
| 5 | INNOVATUS IMAGING CORPORATION INNOVATUS IMAGING CORPORATION 401(K) PLAN | PITTSBURG PA | 88 | $11.5M | $64K |
| 6 | FRANCESCA'S ACQUISITION, LLC FRANCESCA'S ACQUISITION 401(K) PLAN | HOUSTON TX | 2,914 | $7.4M | $47K |
| 7 | STEUBEN CHURCHPEOPLE AGAINST POVERTY INC DBA ARBOR HOUSING DEVELOPMENT ARBOR HOUSING & DEVELOPMENT 401(K) RETIREMENT PLAN | CORNING NY | 116 | $3.6M | $47K |
| 8 | THE MCGREGOR FOUNDATION THE MCGREGOR RETIREMENT SAVINGS PLAN | CLEVELAND OH | 521 | $8.2M | $40K |
| 9 | HUNEEUS VINTNERS LLC HUNEEUS VINTNERS 401K PLAN | ST HELENA CA | 294 | $12.8M | $25K |
| 10 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $9K |
