Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA US Targeted Value 1 Mutual fund in their Schedule of Assets, totaling $564K 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 | IBEW LOCAL UNION 305 PENSION PLAN BOARD OF TRUSTEES INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 305 PENSION PLAN | FORT WAYNE IN | 861 | $99.0M | $562K |
| 2 | JON WAYNE HEATING & AIR CONDITIONING, LTD. JON WAYNE HEATING & AIR CONDITIONING, LTD. 401(K) PLAN | SAN ANTONIO TX | 255 | $3.6M | $3K |
