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 Prt I Registered investment companies in their Schedule of Assets, totaling $879K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CENTRE FOR NEURO SKILLS CENTRE FOR NEURO SKILLS 401(K) RETIREMENT PLAN | BAKERSFIELD CA | 986 | $55.4M | $706K |
| 2 | FRIEDMAN'S HOME IMPROVEMENT FRIEDMAN'S HOME IMPROVEMENT 401(K) PROFIT SHARING PLAN | PETALUMA CA | 376 | $26.9M | $172K |
