Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA US Targeted Value 1 in their Schedule of Assets, totaling $36.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WOOD GROUP U.S. HOLDINGS, INC. WOOD 401(K) PLAN | HOUSTON TX | 6,541 | $2.1B | $35.7M |
| 2 | VINYLMAX LLC VINYLMAX, LLC PROFIT SHARING 401(K) PLAN | HAMILTON OH | 225 | $11.5M | $262K |
| 3 | ARONA CORPORATION ARONA CORPORATION 401(K) PLAN |
| 546 |
| $15.0M |
| $72K |
