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 Fund I in their Schedule of Assets, totaling $2.7M 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 | MOVEMENT MORTGAGE, LLC MOVEMENT MORTGAGE 401(K) PLAN | INDIAN LAND SC | 3,711 | $333.9M | $2.3M |
| 2 | KRONOSPAN INC. KRONOSPAN INC. 401(K) PLAN | EASTABOGA AL | 1,198 | $37.1M | $430K |
