Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional DFA US Targeted Value I Fund " in their Schedule of Assets, totaling $4.4M 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 | BROWN, EDWARDS & COMPANY, L.L.P. BROWN, EDWARDS & COMPANY, L.L.P. 401K PROFIT SHARING PLAN | CHRISTIANSBURG VA | 407 | $89.5M | $4.4M |
| 2 | ADDGENE, INC ADDGENE 403(B) SAVINGS AND RETIREMENT PLAN | WATERTOWN MA | 112 | $8.8M | $7K |
