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 N/A in their Schedule of Assets, totaling $712K 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 | MOODY NOLAN, INC. MOODY NOLAN, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 336 | $36.5M | $602K |
| 2 | OHIO STEEL INDUSTRIES OHIO STEEL INDUSTRIES 401(K) PLAN | COLUMBUS OH | 172 | $6.9M | $111K |
