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 Class Mutual Fund N/A in their Schedule of Assets, totaling $2.0M 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 | FIRST BRANDS GROUP, LLC FIRST BRANDS GROUP 401(K) PLAN | CLEVELAND OH | 6,024 | $302.9M | $1.3M |
| 2 | FOSBER AMERICA, INC. FOSBER SAVINGS & RETIREMENT PLAN | GREEN BAY WI | 192 | $34.6M | $636K |
| 3 | PARAGON 28, INC. PARAGON 28, INC. 401(K) PLAN |
| 398 |
| $20.3M |
| $64K |
| 4 | BLOOMINGTON MEDICAL SERVICES, LLC BLOOMINGTON MEDICAL SERVICES, LLC 401(K) PLAN | WOOSTER OH | 174 | $13.3M | $38K |
