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 R1 Mutual fund N/A in their Schedule of Assets, totaling $4.1M 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 | ROSEN'S DIVERSIFIED, INC. ROSEN'S DIVERSIFIED 401(K) RETIREMENT PLAN | EAGAN MN | 3,692 | $209.7M | $4.1M |
| 2 | ROSEN'S DIVERSIFIED, INC. ROSEN'S DIVERSIFIED UNION EMPLOYEES 401(K) RETIREMENT PLAN | EAGAN MN | 479 | $2.6M | $40K |
