Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding DFA U.S. Targeted Value Portfolio I Mutual Fund in their Schedule of Assets, totaling $7.3M 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 | ENGEL MACHINERY, INC. ENGEL MACHINERY, INC. 401(K) SAVINGS PLAN | YORK PA | 242 | $34.8M | $4.1M |
| 2 | PROVIDENCE EQUITY PARTNERS L.L.C. PROVIDENCE EQUITY PARTNERS L.L.C. 401(K) PLAN | PROVIDENCE RI | 104 | $124.6M | $1.5M |
| 3 | PSG EQUITY L.L.C. PSG EQUITY L.L.C. 401(K) PLAN |
BOSTON MA |
| 187 |
| $42.6M |
| $426K |
| 4 | M-E ENGINEERS, INC M-E ENGINEERS, INC. 401K PROFIT SHARING PLAN AND TRUST | GOLDEN CO | 261 | $56.9M | $422K |
| 5 | OUTREACH CORPORATION OUTREACH 401(K) PLAN | SEATTLE WA | 489 | $46.6M | $282K |
| 6 | WEST COAST CODE CONSULTANTS INC. WEST COAST CODE CONSULTANTS INC. 401K PLAN | SAN RAMON CA | 115 | $12.6M | $241K |
| 7 | DANELLA COMPANIES, INC. THE DANELLA COMPANIES 401(K) PLAN | PLYMOUTH MEETING PA | 1,946 | $20.0M | $157K |
| 8 | DIGITAL PROMISE DIGITAL PROMISE 401(K) PLAN | WASHINGTON DC | 211 | $15.3M | $128K |
| 9 | AMCS GROUP, INC. AMCS GROUP, INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 157 | $20.8M | $23K |
| 10 | SUMMIT MANAGEMENT PARTNERS, LLC SUMMIT MANAGEMENT PARTNERS, LLC 401(K) PLAN | WEST PALM BEACH MA | 427 | $2.8M | $9K |
