Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding s DFA US Targeted Value Fund in their Schedule of Assets, totaling $3.4M 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 | ARC DOCUMENT SOLUTIONS, INC ARC DOCUMENT SOLUTIONS 401(K) PLAN | SAN RAMON CA | 1,219 | $111.8M | $3.0M |
| 2 | MISTRAS GROUP, INC. MISTRAS GROUP, INC. SALARY SAVINGS PLAN | PRINCETON JUNCTION NJ | 3,067 | $201.4M | $402K |
| 3 | FAYETTE RESOURCES, INC. FAYETTE RESOURCES, INC. 401(K) PLAN |
UNIONTOWN PA |
| 623 |
| $8.4M |
| $39K |
