Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimension Fund Advisors DFA US Targeted Value I Fund in their Schedule of Assets, totaling $1.2M 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 | WAGNER HARDWOODS LLC WAGNER HARDWOODS LLC 401(K) RETIREMENT PLAN | OWEGO NY | 270 | $21.2M | $706K |
| 2 | WAGNER HARDWOODS LLC WAGNER HARDWOODS LLC 401(K) RETIREMENT PLAN | OWEGO NY | 252 | $22.5M | $499K |
