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 Institutional Mutual Fund in their Schedule of Assets, totaling $223K 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 | CHRISTIAN RETIREMENT SERVICES INC CHRISTIAN RETIREMENT SERVICES INC TAX DEFERRED SAVINGS & RETIREMENT PLAN | IOWA CITY IA | 351 | $12.1M | $176K |
| 2 | HILL & SMITH GROUP HOLDINGS, INC. HILL & SMITH GROUP HOLDINGS, INC. 401(K) PLAN | COLUMBUS OH | 1,633 | $72.3M | $47K |
