Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA US Targeted Value Registered investment company in their Schedule of Assets, totaling $2.7M 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 | CRC COMPANIES L.L.C. CV SERVICES GROUP 401(K) RETIREMENT PLAN | ARLINGTON VA | 484 | $131.6M | $1.0M |
| 2 | CRC COMPANIES L.L.C. CV SERVICES GROUP 401(K) RETIREMENT PLAN | ARLINGTON VA | 492 | $91.6M | $713K |
| 3 | VISIONARY EYE CARE PARTNERS VISIONARY EYE CARE PARTNERS 401(K) PLAN |
WATERBURY CT |
| 866 |
| $38.2M |
| $669K |
| 4 | TREEHOUSE TREEHOUSE 403(B) RETIREMENT PLAN | SEATTLE WA | 178 | $9.1M | $293K |
| 5 | THE GUTHRIE CLINIC GUTHRIE 403(B) RETIREMENT SAVINGS PLAN | SAYRE PA | 11,376 | $629.8M | $9K |
