Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA U.S. Targeted Value Portfolio Institutional Cl Mutual fund in their Schedule of Assets, totaling $7.9M 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 | COMPUCOM SYSTEMS, INC. COMPUCOM SYSTEMS RETIREMENT SAVINGS PLAN | FORT MILL SC | 3,074 | $391.8M | $7.6M |
| 2 | USERZOOM TECHNOLOGIES, INC. USERTESTING 401(K) PLAN | LOS GATOS CA | 385 | $71.5M | $106K |
| 3 | USERZOOM TECHNOLOGIES, INC. USERTESTING 401(K) PLAN |
LOS GATOS CA |
| 429 |
| $62.5M |
| $104K |
| 4 | USERZOOM TECHNOLOGIES, INC. USERTESTING 401(K) PLAN | LOS GATOS CA | 429 | $62.5M | $104K |
