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 Registered investment company in their Schedule of Assets, totaling $426K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BENTLEY MILLS, INC. BENTLEY 401(K) PLAN | INDUSTRY CA | 392 | $32.9M | $242K |
| 2 | DIVCO WEST SERVICES, LLC DIVCORE 401(K) PLAN | SAN FRANCISCO CA | 253 | $43.2M | $157K |
| 3 | APARTMENT LIST, INC. APARTMENT LIST, INC. 401(K) PLAN | SAN FRANCISCO |
| 186 |
| $17.2M |
| $14K |
| 4 | HELION TECHNOLOGIES, INC. HELION TECHNOLOGIES, INC. 401(K) PLAN | BALTIMORE MD | 120 | $5.8M | $12K |
