Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding DFA US Targeted Value Fund Pooled separate accounts in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LODESTONE PACIFIC HOLDING COMPANY, INC. LPHC, INC. 401(K) PROFIT SHARING PLAN | ARCATA CA | 240 | $13.0M | $632K |
| 2 | ELECTRO-METHODS, INC. ELECTRO-METHODS, INC 401(K) PLAN | SOUTH WINDSOR CT | 210 | $24.5M | $371K |
| 3 | FLEXICON CORPORATION FLEXICON CORPORATION 401(K) PLAN |
BETHLEHEM PA |
| 198 |
| $20.7M |
| $200K |
| 4 | ASPEN PRODUCTS, INC. ASPEN PRODUCTS, INC. 401(K) PLAN | KANSAS CITY MO | 557 | $21.4M | $142K |
| 5 | GEARY PACIFIC CORPORATION GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | ANAHEIM CA | 238 | $28.9M | $77K |
| 6 | CLAREMONT SAVINGS BANK CLAREMONT SAVINGS BANK 401(K) PROFIT SHARING PLAN & TRUST | CLAREMONT NH | 83 | $17.1M | $51K |
| 7 | DRUMMOND SCIENTIFIC COMPANY DRUMMOND SCIENTIFIC COMPANY PROFIT SHARING PLAN | BROOMALL PA | 123 | $19.7M | $28K |
| 8 | WESTERN MESQUITE MINES, INC. EQUINOX GOLD CORP., U.S. OPS 401(K) PLAN | BRAWLEY CA | 339 | $43.2M | $27K |
| 9 | GAMMA CONSTRUCTION COMPANY, INC. GAMMA CONSTRUCTION COMPANY, INC. 401(K) PLAN | HOUSTON TX | 173 | $9.2M | $7K |
| 10 | KAIROS NORTHWEST KAIROS 401(K) PROFIT SHARING PLAN | GRANTS PASS OR | 115 | $2.5M | $5K |
