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 Registered Investment Company in their Schedule of Assets, totaling $12.0M 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 | SQUIRE & COMPANY, PC 401(K) PLAN SQUIRE & COMPANY 401(K) PROFIT SHARING PLAN | OREM UT | 153 | $36.2M | $12.0M |
| 2 | THE 615 GROUP, LLC THE 615 GROUP 401(K) PLAN | NASHVILLE TN | 274 | $6.3M | $25K |
| 3 | THE PIEDMONT BANK THE PIEDMONT BANK SECTION 401(K) PROFIT SHARING PLAN |
PARKERBURG WV |
| 199 |
| $10.0M |
| $10K |
