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 Mutual Fund N/A in their Schedule of Assets, totaling $2.3M 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 | NORTHERN OHIO MEDICAL SPECIALISTS, LLC NOMS 401(K) PROFIT SHARING PLAN | SANDUSKY OH | 1,257 | $117.2M | $2.1M |
| 2 | THE FRANKLIN GROUP, INC. FRANKLIN BUILDING SUPPLY 401(K) PROFIT SHARING PLAN | BOISE ID | 623 | $17.9M | $206K |
