Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding DFA US Targeted Value I Fund Mutual fund in their Schedule of Assets, totaling $7.5M 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 | DEGENKOLB ENGINEERS DEGENKOLB ENGINEERS PROFIT SHARING AND 401(K) PLAN | SAN FRANCISCO CA | 345 | $123.1M | $2.1M |
| 2 | R.S. HUGHES COMPANY, INC. R.S. HUGHES COMPANY, INC. 401(K) PLAN | SUNNYVALE CA | 585 | $62.0M | $1.3M |
| 3 | MCANANY, VAN CLEAVE & PHILLIPS, P.A. MVP LAW PROFIT SHARING 401(K) PLAN |
KANSAS CITY KS |
| 208 |
| $65.0M |
| $1.3M |
| 4 | ALL ERECTION & CRANE RENTAL CORP. THE ALL COMPANIES 401(K) PLAN | CLEVELAND OH | 620 | $89.6M | $577K |
| 5 | THRASHER, INC. THRASHER, INC. 401K PROFIT SHARING PLAN | PAPILLION NE | 1,002 | $35.6M | $551K |
| 6 | MNTN DIGITAL, INC. MNTN 401(K) PROFIT SHARING PLAN & TRUST | AUSTIN TX | 500 | $30.5M | $305K |
| 7 | A. M. CASTLE & CO. A. M. CASTLE & CO. 401(K) SAVINGS AND RETIREMENT PLAN | OAK BROOK IL | 414 | $101.5M | $258K |
| 8 | SMITH GARDENS, INC. SMITH GARDENS 401(K) PLAN | BELLINGHAM WA | 445 | $13.1M | $206K |
| 9 | RATIO STATES, LLC RATIO STATES, LLC 401(K) PLAN | INDIANAPOLIS IN | 215 | $34.5M | $195K |
| 10 | HUMPHREY & ASSOCIATES, INC. HUMPHREY & ASSOCIATES, INC. 401(K) PLAN | CARROLLTON TX | 415 | $44.3M | $181K |
