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 Fund Mutual funds in their Schedule of Assets, totaling $3.7M 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 | UNION ASSOCIATED PHYSICIANS CLINIC, LLC UAP CLINIC RETIREMENT PLAN | TERRE HAUTE IN | 607 | $61.2M | $3.7M |
| 2 | ANGELUS BLOCK COMPANY, INC. ANGELUS BLOCK COMPANY, INC. 401(K) PLAN | SUN VALLEY CA | 194 | $23.4M | $19K |
