Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Dimensional Fund Advisors DFA US Targeted Value Fund in their Schedule of Assets, totaling $27.7M 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 | MITCHELL INTERNATIONAL INC MITCHELL INTERNATIONAL, INC. 401K SAVINGS PLAN | SAN DIEGO CA | 5,250 | $658.2M | $20.8M |
| 2 | MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN | ELIZABETHTOWN PA | 2,335 | $165.0M | $5.1M |
| 3 | SOFTCHOICE CORPORATION |
MARYLAND HEIGHTS MO |
| 514 |
| $68.3M |
| $532K |
| 4 | PRIMEENERGY CORPORATION PRIMEENERGY CORPORATION EMPLOYEES 401(K) SAVINGS PLAN | HOUSTON TX | 51 | $26.0M | $346K |
| 5 | DISPLAY PACK, INC. DISPLAY PACK, INC. 401(K) RETIREMENT PLAN | CEDAR SPRINGS MI | 237 | $12.3M | $218K |
| 6 | FAIRFIELD-MAXWELL LTD. FAIRFIELD RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 57 | $37.1M | $201K |
| 7 | NEW TECH ENGINEERING LP NEW TECH ENGINEERING LP 401(K) PLAN | HOUSTON TX | 393 | $20.0M | $173K |
| 8 | AAC INC. AAC INC. 401(K) PROFIT SHARING PLAN | VIENNA VA | 84 | $20.4M | $102K |
| 9 | AXON PRESSURE PRODUCTS, INC. AXON PRESSURE PRODUCTS, INC. 401(K) PLAN | HOUSTON TX | 136 | $9.3M | $88K |
| 10 | AMARU MOTORS LP DBA CHARLIE CLARK NISSAN CHARLIE CLARK NISSAN 401(K) PLAN | EL PASO TX | 246 | $5.9M | $35K |
