Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding DFA US Targeted Value Fund Mutual fund in their Schedule of Assets, totaling $12.4M 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 | SEQUOIA ONE PEO, LLC SEQUOIA ONE 401(K) PLAN | TEMPE AZ | 32,912 | $1.4B | $7.3M |
| 2 | UNITED SITE SERVICES, INC UNITED SITE SERVICES, INC. 401(K) PLAN | WESTBOROUGH MA | 3,495 | $96.4M | $1.1M |
| 3 | ALTA FOREST PRODUCTS, LLC ALTA FOREST PRODUCTS 401(K) RETIREMENT PLAN |
CHEHALIS WA |
| 493 |
| $29.3M |
| $1.0M |
| 4 | SUZY, INC. SUZY, INC. 401(K) PLAN | NEW YORK NY | 200 | $18.0M | $1.0M |
| 5 | AMPERE COMPUTING LLC AMPERE COMPUTING 401(K) PLAN | SANTA CLARA CA | 735 | $84.1M | $602K |
| 6 | A10 NETWORKS, INC. A10 NETWORKS 401(K) PLAN | SAN JOSE CA | 295 | $55.5M | $567K |
| 7 | KOELLER NEBEKER CARLSON HALUCK KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN | IRVINE CA | 136 | $28.1M | $177K |
| 8 | PUBLIC LIBRARY OF SCIENCE PUBLIC LIBRARY OF SCIENCE 401(K) PROFIT SHARING AND TRUST | SAN FRANCISCO CA | 97 | $16.8M | $128K |
| 9 | FOOD MANAGEMENT INVESTORS, INC. DBA CULTIVATE SOLUTIONS CULTIVATE SOLUTIONS 401(K) PLAN AND TRUST | MINOT ND | 644 | $13.3M | $102K |
| 10 | FOREFLIGHT LLC FOREFLIGHT LLC 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 434 | $41.9M | $95K |
