Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional Fund Advisors DFA US Targeted Value Class I in their Schedule of Assets, totaling $1.8M 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 | HERBEIN AND COMPANY, INC. HERBEIN AND COMPANY, INC. PROFIT SHARING PLAN | READING PA | 289 | $48.5M | $1.8M |
| 2 | SPREETAIL, LLC SPREETAIL 401(K) PLAN | LINCOLN NE | 700 | $10.9M | $10K |
