DFA U S Targeted VAL Port RET Acct
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 53 retirement plans report an interest in this investment, totaling $4.7M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
53
Reported interest (EOY)
$4.7M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 2 name variants: DFA U S Targeted VAL Port RET Acct, DFA U S Targeted VAL Portfolio RET. Counts combine all variants of the same investment.
Plans holding DFA U S Targeted VAL Port RET Acctranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | HELPSIDE INC. HELPSIDE INC. 401(K) PLAN | LINDON UT | 9,010 | $233.9M | $2.3M |
| 2 | BUILDERS EXCHANGE OF THE SOUTHERN TIER, INC. CONSTRUCTION INDUSTRY 401K PLAN | FALCONER NY | 136 | $12.4M | $325K |
| 3 | SPRING GROVE CEMETERY AND ARBORETUM SPRING GROVE CEMETERY AND ARBORETUM 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 150 | $16.6M | $304K |
| 4 | ALLPRO CORPORATION ALLPRO CORPORATION 401(K) RETIREMENT PLAN | TAMPA FL | 1,398 | $28.8M | $224K |
| 5 | MOOSE INTERNATIONAL INC. MOOSE INTERNATIONAL INC EMPLOYEES' 401K PLAN | MOOSEHEART IL | 422 | $30.1M | $167K |
| 6 | ADVANCED LUBRICATION SPECIALTIES INC. ADVANCED LUBRICATION SPECIALTIES 401(K) PLAN | BENSALEM PA | 125 | $15.5M | $157K |
| 7 | ASSOCIATED BUILDERS AND CONTRACTORS, INC., DELAWARE CHAPTER ABC OF DELAWARE 401(K) PLAN | NEW CASTLE DE | 1,269 | $55.2M | $146K |
| 8 | UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION INC. DBA LIFESOURCE LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN | MINNEAPOLIS MN | 235 | $37.8M | $105K |
| 9 | KINGS COMMUNITY ACTION ORGANIZATION, INC. KINGS COMMUNITY ACTION ORGANIZATION, INC. 401(K) RETIREMENT PLAN | HANFORD CA | 269 | $14.0M | $103K |
| 10 | ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 4,941 | $47.2M | $85K |
See all 53 plans holding DFA U S Targeted VAL Port RET Acct
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