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 Pooled separate account N/A in their Schedule of Assets, totaling $2.4M 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 | SHC SERVICES, INC. SHC SERVICES, INC. 401(K) PLAN | COTTONWOOD HEIGHTS UT | 10,302 | $97.8M | $1.3M |
| 2 | SHC HOLDCO, INC. SHC HOLDCO, INC. 401(K) PLAN | COTTONWOOD HEIGHTS UT | 6,298 | $73.9M | $1.1M |
| 3 | ARROW FORD, INC. ARROW FORD, INC. 401(K) RETIREMENT PLAN |
ABILENE TX |
| 182 |
| $2.3M |
| $4K |
