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 Inst in their Schedule of Assets, totaling $244K 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 | FRANKLIN COUNTY HISTORICAL SOCIETY DBA COSI THE RETIREMENT PLAN FOR THE TEAM MEMBERS OF COSI | COLUMBUS OH | 172 | $11.8M | $170K |
| 2 | AROW GLOBAL CORP. 401(K) PLAN FOR AROW GLOBAL CORP. | MOSINEE WI | 270 | $8.3M | $75K |
