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 Mutual Fund in their Schedule of Assets, totaling $573K 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 | MID FLORIDA COMMUNITY SERVICES, INC. 403(B) THRIFT PLAN MID FLORIDA COMMUNITY SERVICES, INC. 403(B) | BROOKSVILLE FL | 328 | $10.2M | $297K |
| 2 | HANALANI SCHOOLS HANALANI SCHOOLS 403B PLAN | MILILANI HI | 124 | $7.3M | $276K |
