Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding The Standard Insurance Company DFA US Targeted Value I in their Schedule of Assets, totaling $173K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHELDON MANUFACTURING, INC. SHELDON MANUFACTURING, INC. 401(K) PLAN AND TRUST | CORNELIUS OR | 98 | $10.7M | $98K |
| 2 | BABCOCK LABORATORIES, INC. BABCOCK LABORATORIES, INC. 401(K) PROFIT SHARING PLAN | RIVERSIDE CA | 98 | $11.4M | $54K |
| 3 | TACALA, LLC TACALA, LLC 401(K) RETIREMENT SAVINGS PLAN |
VESTAVIA HILLS AL |
| 3,523 |
| $19.2M |
| $21K |
