Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA US Target Value Mutual Fund in their Schedule of Assets, totaling $4.0M 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 | HUBSPOT, INC. HUBSPOT, INC. 401(K) PROFIT SHARING PLAN & TRUST | CAMBRIDGE MA | 4,766 | $568.3M | $1.6M |
| 2 | UNIVERSITY OF NEW ENGLAND UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN | BIDDEFORD ME | 1,230 | $248.8M | $1.2M |
| 3 | EXPERIENCE LEARNING COMMUNITY |
SEATTLE WA |
| 132 |
| $16.9M |
| $920K |
| 4 | PRINCE LOBEL TYE LLP PRINCE LOBEL TYE LLP 401(K) PLAN | BOSTON MA | 148 | $33.1M | $281K |
