Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding DFA Us Targeted Value I Pooled separate account in their Schedule of Assets, totaling $2.3M 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 | GORALEIGH GORALEIGH PENSION PLAN | FORT WORTH TX | 237 | $21.5M | $833K |
| 2 | ASCENDUM MACHINERY, INC. ASCENDUM MACHINERY, INC. 401(K) PLAN | HUNTERSVILLE NC | 305 | $26.8M | $360K |
| 3 | WILSON CONSTRUCTION COMPANY WILSON CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN | CANBY OR | 237 | $49.0M | $326K |
| 4 | TRAVEL TRADERS HOTELS INC TRAVEL TRADERS HOTELS INC. 401K PLAN | MIAMI FL | 936 | $11.2M | $246K |
| 5 | FORSGREN ASSOCIATES, INC. FORSGREN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 143 | $17.5M | $226K |
| 6 | SPARTAN WAREHOUSE & DISTRIBUTION COMPANY, INC. SPARTAN LOGISTICS 401(K) PLAN | COLUMBUS OH | 382 | $8.6M | $130K |
| 7 | SAMSON ELECTRIC, INC. SAMSON ELECTRIC, INC. PROFIT SHARING PLAN AND TRUST | FAIRBANKS AK | 102 | $22.6M | $90K |
| 8 | VISION QUEST INDUSTRIES, INC VQ 401(K) PLAN | VISTA CA | 64 | $5.9M | $57K |
| 9 | DELTA ENTERPRISE CORPORATION DELTA ENTERPRISE CORPORATION 401(K) PROFIT SHARING PLAN | NEW YORK NY | 145 | $5.6M | $17K |
| 10 | MIDLAND COMMUNITY HEALTHCARE SERVICES, INC. MIDLAND COMMUNITY HEALTHCARE SERVICES, INC. 401(K) PLAN | MIDLAND TX | 99 | $8.3M | $12K |
