Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dfa US Targeted Val I in their Schedule of Assets, totaling $129K 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 | ALDEA INC. ALDEA INC. 403B PLAN | NAPA CA | 121 | $7.9M | $87K |
| 2 | ZSCHIMMER AND SCHWARZ INC. ZSCHIMMER AND SCHWARZ, INC. 401(K) PLAN | MILLEDGEVILLE GA | 183 | $13.6M | $42K |
