Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA U.S. Targeted Value in their Schedule of Assets, totaling $7.1M 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 | CVR SERVICES, LLC CVR ENERGY 401(K) PLAN | SUGAR LAND TX | 994 | $226.1M | $4.0M |
| 2 | METRO IMAGING, LLC METRO IMAGING, LLC RETIREMENT PLAN | ST. LOUIS MO | 85 | $15.7M | $1.2M |
| 3 | SURVICE ENGINEERING COMPANY SURVICE ENGINEERING COMPANY 401K PROFIT SHARING PLAN |
BELCAMP MD |
| 413 |
| $89.8M |
| $1.2M |
| 4 | CVR SERVICES, LLC CVR ENERGY 401(K) PLAN FOR REPRESENTED EMPLOYEES | SUGAR LAND TX | 620 | $115.3M | $381K |
| 5 | ALLINA HEALTH SYSTEM ALLINA HEALTH PENSION PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES | MINNEAPOLIS MN | 341 | $15.8M | $203K |
| 6 | INDUSTRIAL MARKETING INC SLAY INDUSTRIES 401(K) RETIREMENT SAVINGS PLAN | ST LOUIS MO | 257 | $21.3M | $89K |
