Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA US Targeted Val in their Schedule of Assets, totaling $13.3M 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 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $11.0M |
| 2 | COVENANT HOUSE COVENANT HOUSE SAVINGS AND RETIREMENT PLAN | NEW YORK NY | 1,380 | $63.4M | $1.1M |
| 3 | RECON MANAGEMENT SERVICES INC. |
SULPHUR LA |
| 680 |
| $60.7M |
| $988K |
| 4 | CANTEX CONTINUING CARE NETWORK, LLC CANTEX CONTINUING CARE NETWORK EMPLOYEES SAVINGS TRUST | CARROLLTON TX | 3,883 | $24.0M | $230K |
| 5 | ST. PAUL'S DAY SCHOOL OF OAKLAND ST. PAUL'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | OAKLAND CA | 79 | $13.9M | $30K |
| 6 | PRECISION SPINE INC. PRECISION SPINE 401K PLAN | PEARL MS | 103 | $10.3M | $10K |
