Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding DFA US Targeted Value I Registered investment company in their Schedule of Assets, totaling $120.7M 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 | ENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE, INC. ENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE, INC. 401(K) INVESTMENT AND PROFIT SHARING PLAN | REDLANDS CA | 5,110 | $2.1B | $56.4M |
| 2 | AUTONATION, INC. AUTONATION 401(K) PLAN | FORT LAUDERDALE FL | 25,202 | $1.1B | $40.1M |
| 3 | SQUIRE & COMPANY, PC 401(K) PLAN |
OREM UT |
| 153 |
| $36.2M |
| $12.0M |
| 4 | PBC MANAGEMENT, LLC PBC MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | MANDEVILLE LA | 1,064 | $100.6M | $3.3M |
| 5 | GBA RETIREMENT SERVICES, INC GEORGIA BANKERS ASSOCIATION MASTER PENSION AND PROFIT SHARING TRUSTS | ATLANTA GA | — | $314.8M | $3.2M |
| 6 | ICOM AMERICA, INC. ICOM AMERICA, INC. PROFIT SHARING AND 401(K) PLAN AND TRUST | KIRKLAND WA | 92 | $17.8M | $1.4M |
| 7 | O'REILLY MEDIA, INC. O'REILLY MEDIA, INC. 401(K) PLAN | SEBASTOPOL CA | 341 | $84.8M | $964K |
| 8 | OLYMPIA FEDERAL SAVINGS AND LOAN ASSOCIATION OLYMPIA FEDERAL SAVINGS & LOAN ASSOCIATION 401(K) PLAN AND TRUST | OLYMPIA WA | 113 | $21.8M | $563K |
| 9 | ORTHOPEDIC & FRACTURE CLINIC, P.C. ORTHOPEDIC & FRACTURE CLINIC, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 184 | $47.8M | $455K |
| 10 | P.J.K. FOOD SERVICE, LLC DBA KEANY PRODUCE & GOURMET KEANY PRODUCE & GOURMET AND RELATED ENTITIES 401(K) PLAN | LANDOVER MD | 511 | $32.5M | $434K |
