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 Portfolio I Fund in their Schedule of Assets, totaling $27.6M 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 | KORN FERRY KORN FERRY 401(K) SAVINGS PLAN | LOS ANGELES CA | 3,334 | $478.2M | $27.4M |
| 2 | KORN FERRY KORN FERRY INTERIM STAFF PROFESSIONALS (ISP) 401(K) SAVINGS PLAN | LOS ANGELES CA | 818 | $12.7M | $155K |