Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding DFA US Targeted Value Fund Pooled separate account @ in their Schedule of Assets, totaling $5.4M 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 | BEYONDSOFT CONSULTING, INC. BEYONDSOFT CONSULTING, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BELLEVUE WA | 387 | $34.4M | $967K |
| 2 | ENGINEERED MACHINED PRODUCTS, INC. ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN | ESCANABA MI | 194 | $36.0M | $869K |
| 3 | ASSOCIATED SPACE DESIGN, INC. |
ATLANTA GA |
| 185 |
| $48.6M |
| $820K |
| 4 | CHAPMAN MANAGEMENT CORPORATION CHAPMAN AUTO GROUP 401(K) PROFIT SHARING PLAN | HORSHAM PA | 507 | $38.0M | $349K |
| 5 | DAVIS PARTNERSHIP, P.C. DAVIS PARTNERSHIP, P.C. 401(K) PLAN | DENVER CO | 152 | $24.4M | $229K |
| 6 | ANATOMY IT , LLC ANATOMY IT , LLC 401(K) PLAN | WHITE PLAINS NY | 198 | $13.4M | $225K |
| 7 | SOUTHEASTERN PAPER GROUP, INC. SOUTHEASTERN PAPER GROUP 401(K) RETIREMENT PLAN | SPARTANBURG SC | 493 | $25.2M | $200K |
| 8 | NORTH PLATTE PHYSICAL THERAPY SERVICES, INC. NORTH PLATTE PHYSICAL THERAPY SERVICES, INC. PROFIT SHARING PLAN | DOUGLAS WY | 116 | $22.8M | $153K |
| 9 | ONCOLOGY CONSULTANTS, P.A. ONCOLOGY CONSULTANTS, P.A. 401(K) PLAN | HOUSTON TX | 521 | $18.0M | $151K |
| 10 | SMITH AND HOWARD ADVISORY LLC SMITH AND HOWARD ADVISORY LLC 401(K) PROFIT SHARING PLAN | ATLANTA GA | 276 | $42.7M | $151K |
