Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dfa US Targeted Val I Pooled Separate Account in their Schedule of Assets, totaling $95K 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 | SOUTHWEST HEALTH SYSTEM INC. SOUTHWEST HEALTH SYSTEM INC. EMPLOYEE RETIREMENT PLAN | CORTEZ CO | 463 | $24.3M | $64K |
| 2 | DIFFERENCE PRINCIPLE, INC. DIFFERENCE PRINCIPLE, INC. EMPLOYEE RETIREMENT PLAN | MILWAUKEE WI | 268 | $2.6M | $16K |
| 3 | SAN DIEGO HEBREW HOMES |
ENCINITAS CA |
| 276 |
| $8.8M |
| $15K |
