Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA US Targeted Value Prt I in their Schedule of Assets, totaling $1.1M 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 | FALCON NATIONAL BANK CENTRA VENTURES, INC. 401(K) PLAN | FOLEY MN | 120 | $13.9M | $508K |
| 2 | STREAMLAND MEDIA LLC STREAMLAND MEDIA LLC 401(K) PLAN | LOS ANGELES CA | 1,086 | $57.6M | $319K |
| 3 | NU WAY CONCRETE FORMS, INC. NU WAY CONCRETE FORMS, INC. PROFIT SHARING PLAN |
SAINT LOUIS MO |
| 162 |
| $28.9M |
| $130K |
| 4 | TROPICAL FINANCIAL CREDIT UNION TROPICAL FINANCIAL CREDIT UNION 401(K) PROFIT SHARING PLAN | MIRAMAR FL | 176 | $18.4M | $55K |
| 5 | TROPICAL FINANCIAL CREDIT UNION TROPICAL FINANCIAL CREDIT UNION EMPLOYEES' PENSION PLAN | MIRAMAR FL | 27 | $7.5M | $43K |
| 6 | PFCU PFCU 401(K) SAVINGS PLAN | PORTLAND MI | 182 | $21.1M | $5K |
