Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA US Targeted Value I Fund N/R in their Schedule of Assets, totaling $45K 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 | FRC BALANCE LLC TRUE FOOD KITCHEN 401(K) PLAN | SCOTTSDALE AZ | 274 | $4.4M | $20K |
| 2 | THIRD FEDERAL SAVINGS AND LOAN ASSOCIATION OF CLEVELAND THIRD FEDERAL 401(K) SAVINGS PLAN | CLEVELAND OH | 927 | $204.6M | $18K |
| 3 | WESTMORELAND CASEMANAGEMENT AND SUPPORTS, INC. |
GREENSBURG PA |
| 231 |
| $14.6M |
| $7K |
