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 Pooled separate accounts in their Schedule of Assets, totaling $172K 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 | WESTMINSTER VILLAGE NORTH WESTMINSTER VILLAGE NORTH INC. 403B SAVINGS PLAN | INDIANAPOLIS IN | 476 | $4.0M | $117K |
| 2 | COMMUNITY ACTION TEAM, INC. C.A.T. RETIREMENT AND SAVINGS PLAN | ST. HELENS OR | 140 | $5.2M | $54K |
