Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding DFA US Targeted Value Prt I Mutual fund in their Schedule of Assets, totaling $4.8M 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 | MOMENTUM TEXTILES, LLC MOMENTUM TEXTILES, LLC 401(K) PLAN | IRVINE CA | 248 | $49.9M | $1.8M |
| 2 | OCI ENTERPRISES INC. OCI 401(K) PLAN | SAN ANTONIO TX | 224 | $17.9M | $707K |
| 3 | AMERIVET PARTNERS MANAGEMENT, INC. AMERIVET VETERINARY PARTNERS 401(K) PLAN |
SAN ANTONIO TX |
| 2,970 |
| $70.3M |
| $477K |
| 4 | CHANEY MATERIALS, LLC CHANEY ENTERPRISES COMPANIES 401(K) PROFIT SHARING PLAN | ANNAPOLIS MD | 630 | $70.1M | $467K |
| 5 | APPLUS APPLUS EMPLOYEE 401(K) RETIREMENT PLAN | TROY MI | 289 | $12.5M | $406K |
| 6 | SCHULTE BUILDING SYSTEMS, INC. SCHULTE BUILDING SYSTEMS 401(K) PLAN | HOCKLEY TX | 794 | $36.9M | $352K |
| 7 | LAKELAND BANCORP, INC. LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST | OAK RIDGE NJ | 842 | $107.4M | $235K |
| 8 | TURNINGPOINT GLOBAL SOLUTIONS, LLC TURNINGPOINT 401(K) PLAN | ROCKVILLE MD | 102 | $15.9M | $146K |
| 9 | ONETRUST LLC ONETRUST LLC 401(K) PLAN | ATLANTA GA | 1,044 | $34.2M | $138K |
| 10 | HEARTLAND ALLIANCE HEALTH HEARTLAND ALLIANCE HEALTH 401(K) SAVINGS PLAN | CHICAGO IL | 116 | $6.8M | $34K |
