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 I Fund N/R in their Schedule of Assets, totaling $102K 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 | ADVANCE CARE ALLIANCE OF NEW YORK INC. ADVANCE CARE ALLIANCE OF NEW YORK INC. 403(B) PLAN | NEW YORK NY | 1,055 | $17.3M | $70K |
| 2 | MAGNA5 MS HOLDINGS LLC MAGNA5 MS HOLDINGS LLC 401(K) PLAN | PITTSBURGH PA | 252 | $11.3M | $31K |
