Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA US Targeted Value Portfolio Mutual fund N/A in their Schedule of Assets, totaling $51K 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 | COMMERCE BANK & TRUST HOLDING COMPANY COMMERCE BANK & TRUST HOLDING COMPANY & SUBSIDIARIES 401(K) PLAN | TOPEKA KS | 222 | $22.9M | $35K |
| 2 | COMMONWEALTH HOLDINGS, INC. COMMONWEALTH HOLDINGS, INC. 401(K) PLAN | LINCOLN NE | 259 | $23.2M | $8K |
| 3 | CSB NUTRITION CORPORATION |
SPANISH FORK UT |
| 189 |
| $6.4M |
| $6K |
| 4 | LAKE REGION CORPORATION 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LAKE REGION CORPORATION | DEVILS LAKE ND | 135 | $6.5M | $3K |
