Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 148 U.S. retirement plans report holding DFA U.S. Targeted Value Portfolio I DFA 0 in their Schedule of Assets, totaling $31.9M 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 | SQUAXIN ISLAND TRIBE SQUAXIN ISLAND TRIBE AND ISLAND ENTERPRISE 401(K) PLAN | SHELTON WA | 410 | $28.4M | $2.4M |
| 2 | KPM, LLC KPM, LLC 401(K) PROFIT SHARING PLAN | VIRGINIA BEACH VA | 258 | $18.0M | $1.9M |
| 3 | HERITAGE VALLEY HEALTH SYSTEM HERITAGE VALLEY HEALTH SYSTEM 401(K) PLAN |
MOON TOWNSHIP PA |
| 1,368 |
| $141.8M |
| $1.2M |
| 4 | DHR INTERNATIONAL, INC. DHR INTERNATIONAL/JOBPLEX 401(K) SAVINGS PLAN | CHICAGO IL | 265 | $30.9M | $1.1M |
| 5 | SAPAUGH MOTORS, INC. SAPAUGH MOTORS RETIREMENT PLAN | HERCULANEUM MO | 147 | $8.4M | $1.1M |
| 6 | RUSTON PAVING CO., INC. RUSTON PAVING CO., INC. EMPLOYEES 401(K) PLAN | DURHAM NC | 172 | $33.2M | $934K |
| 7 | RCR ENTERPRISES, LLC RCR ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN | WELCOME NC | 379 | $39.0M | $918K |
| 8 | JOHNSON DEVELOPMENT ASSOCIATES, INC. JDA 401K PLAN | SPARTANBURG SC | 157 | $25.3M | $860K |
| 9 | EVERGREEN ENTERPRISES OF VIRGINIA, LLC EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN | RICHMOND VA | 339 | $38.1M | $786K |
| 10 | CRISTA MINISTRIES CRISTA MINISTRIES 403(B) SAVINGS PLAN | SHORELINE WA | 800 | $41.2M | $764K |
