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 Prt I in their Schedule of Assets, totaling $4.7M 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 | HUGHES BROTHERS, INC. HUGHES BROTHERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES | SEWARD NE | 234 | $48.4M | $3.8M |
| 2 | AVFUEL CORPORATION AVFUEL CORPORATION 401K SAVINGS PLAN | ANN ARBOR MI | 957 | $37.0M | $865K |
