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 I Fund Mutual Fund (1) in their Schedule of Assets, totaling $2.0M 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 | THE TRI-M GROUP, L.L.C. THE TRI-M GROUP, L.L.C. 401(K) SAVINGS & INVESTMENT PLAN | KENNETT SQUARE PA | 499 | $72.8M | $1.7M |
| 2 | WASTE CONTROL SPECIALISTS LLC WASTE CONTROL SPECIALISTS, LLC 401(K) PLAN | DALLAS TX | 179 | $12.5M | $226K |
