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 n/a in their Schedule of Assets, totaling $903K 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 | SWCA, INCORPORATED SWCA, INC. 401(K) PLAN | PHOENIX AZ | 1,644 | $78.1M | $898K |
| 2 | MACPHERSON WESTERN TOOL & SUPPLY CO., INC. MACPHERSON WESTERN TOOL & SUPPLY CO., INC. 401(K) PLAN | TRACY CA | 196 | $10.3M | $5K |
