Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA US Target Value Fund " in their Schedule of Assets, totaling $12.7M 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 | ARIEL CORPORATION ARIEL CORPORATION EMPLOYEE RETIREMENT PLAN | MOUNT VERNON OH | 1,693 | $390.8M | $10.4M |
| 2 | INDUSTRIAL AND COMMERCIAL BANK OF CHINA (USA) NA INDUSTRIAL AND COMMERCIAL BANK OF CHINA (USA) NA 401(K) PLAN | NEW YORK NY | 281 | $55.6M | $1.0M |
| 3 | DAVID VOLKERT & ASSOCIATES, INC. |
MOBILE AL |
| 1,715 |
| $105.9M |
| $895K |
| 4 | BELL PARTNERS INC. BELL PARTNERS INC. 401(K) RETIREMENT PLAN | GREENSBORO NC | 2,071 | $59.2M | $184K |
| 5 | MEDICUS MANAGEMENT SERVICES, LLC MEDICUS 401(K) PLAN | WINDHAM NH | 358 | $26.5M | $62K |
| 6 | CAPE ASSOCIATES, INC. CAPE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | EASTHAM MA | 120 | $8.3M | $45K |
