Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional Fund Advisors DFA U.S. Targeted Value Portfolio I in their Schedule of Assets, totaling $729K 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 | ARORA ENGINEERS, LLC ARORA ENGINEERS, LLC 401(K) PLAN | CHADDS FORD PA | 168 | $22.4M | $472K |
| 2 | SOCIETY OF PETROLEUM ENGINEERS (SPE), INC. SOCIETY OF PETROLEUM ENGINEERS (SPE), INC. RETIREMENT INCOME PLAN | RICHARDSON TX | 121 | $29.5M | $234K |
| 3 | VANKIRK ELECTRIC, INC. VANKIRK ELECTRIC 401(K) PLAN |
WINDER GA |
| 197 |
| $3.4M |
| $23K |
