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 Conservative allocation fund # in their Schedule of Assets, totaling $489K 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 | MVO HOLDINGS, LLC MVO HOLDINGS RETIREMENT SAVINGS PLAN | CINCINNATI OH | 146 | $32.9M | $291K |
| 2 | CULMEN REAL ESTATE SERVICES, INC. CULMEN REAL ESTATE SERVICES RETIREMENT PLAN | DAYTON OH | 177 | $10.7M | $198K |
