Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional Fund Advisors, LP DFA US Targeted Value I in their Schedule of Assets, totaling $257K 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 | GLENROY, INC. GLENROY, INC. 401(K) RETIREMENT PLAN | MENOMONEE FALLS WI | 183 | $31.7M | $104K |
| 2 | OAK LEAF MANAGEMENT COMPANY, INC. OAK LEAF MANAGEMENT EMPLOYEE 401(K) PLAN | HOUSTON TX | 122 | $6.8M | $68K |
| 3 | CUSTER OFFICE ENVIRONMENTS, INC. CUSTER OFFICE ENVIRONMENTS, INC. PROFIT SHARING AND EMPLOYEES' 401(K) PLAN |
GRAND RAPIDS MI |
| 234 |
| $13.5M |
| $54K |
| 4 | I-PRO AMERICAS INC. I-PRO AMERICAS INC. 401(K) PLAN | HOUSTON TX | 217 | $19.1M | $30K |
