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 Mutual funds in their Schedule of Assets, totaling $525K 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 | AXIS ANALYTICS, LLC AXIS ANALYTICS, LLC 401(K) SALARY DEFERRAL PLAN | BERKELEY HEIGHTS NJ | 105 | $17.7M | $408K |
| 2 | NORTHWEST COSMETIC LABORATORIE NORTHWEST COSMETIC LABORATORIE 401(K) PROFIT SHARING PLAN & TRUST | IDAHO FALLS ID | 593 | $6.6M | $85K |
| 3 | CONTINENTAL REFINING COMPANY LLC |
SOMERSET KY |
| 194 |
| $2.8M |
| $32K |
