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 Portfolio Pooled separate account in their Schedule of Assets, totaling $417K 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 | BARLEAN'S ORGANIC OILS, LLC BARLEAN'S ORGANIC OILS 401(K) PLAN | FERNDALE WA | 102 | $5.3M | $361K |
| 2 | NATIONAL INVENTORS HALL OF FAME, INC. NATIONAL INVENTORS HALL OF FAME, INC. 401(K) PLAN | NORTH CANTON OH | 224 | $11.7M | $56K |
