Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA US Targeted Value I Fund Mutual funds in their Schedule of Assets, totaling $1.7M 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 | GUIDEPOSTS A CHURCH CORPORATION GUIDEPOSTS RETIREMENT SAVINGS PLAN | DANBURY CT | 87 | $38.4M | $1.1M |
| 2 | MBH ARCHITECTS, INC. MBH ARCHITECTS 401(K) PROFIT SHARING PLAN | ALAMEDA CA | 159 | $31.2M | $497K |
| 3 | INVESTAR HOLDING CORPORATION INVESTAR HOLDING CORPORATION 401(K) PLAN |
BATON ROUGE LA |
| 311 |
| $26.7M |
| $34K |
| 4 | NATIONAL AUTO PARTS WAREHOUSE, LLC NPW401K | HIALEAH FL | 591 | $5.9M | $22K |