DFA U S Targeted Value Portfolio R
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 73 retirement plans report an interest in this investment, totaling $14.9M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
73
Reported interest (EOY)
$14.9M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 7 name variants: DFA U S Targeted Value Portfolio R, DFA U S Targeted Value Fund, DFA U S Targeted Value Port, DFA U S Targeted Value Portfolio, DFA U S Targeted Value Port Inst, DFA U S Targeted Value, DFA U S Targeted Value Portfolio I. Counts combine all variants of the same investment.
Plans holding DFA U S Targeted Value Portfolio Rranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PLAN PROFESSIONALS, LLC AGC SELECT 401(K) PEP | SHREWSBURY NJ | 15,566 | $610.5M | $4.2M |
| 2 | HOUSTON CHAPTER AGC/LOUISIANA AGC AGC SOUTHWEST CHAPTERS 401(K) PLAN | HOUSTON TX | 14,004 | $526.8M | $3.9M |
| 3 | BOARD OF TRUSTEES, WESTERN REGION N WESTERN REGION NECA 401(K) PLAN | SPOKANE WA | 435 | $55.4M | $1.7M |
| 4 | JERRY'S GM, LLC JERRY'S GM, LLC 401(K) PLAN | WEATHERFORD TX | 248 | $16.9M | $636K |
| 5 | KOKATAT, INC. KOKATAT, INC. 401(K) PLAN | ARCATA CA | 104 | $4.5M | $407K |
| 6 | BLESSEY MARINE SERVICES, INC. BLESSEY MARINE SERVICES, INC. 401(K) PLAN | HARAHAN LA | 675 | $65.9M | $374K |
| 7 | INTERCOMMUNITY EMERGENCY MEDICAL GROUP INTERCOMMUNITY EMERGENCY MEDICAL GROUP 401K PROFIT SHARING PLAN | WHITTIER CA | 41 | — | $259K |
| 8 | VOXTUR ANALYTICS US CORP. VOXTUR ANALYTICS US CORP. 401(K) PLAN | TAMPA FL | 90 | $8.2M | $258K |
| 9 | CHILDRENS PRIMARY CARE MEDICAL GROUP, INC. CHILDREN'S PRIMARY CARE MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 162 | $117.7M | $254K |
| 10 | PRINCETON ACQUISITION, LLC PRINCETON ACQUISITION, LLC 401(K) PLAN | SOUTHFIELD MI | 578 | $9.3M | $235K |
See all 73 plans holding DFA U S Targeted Value Portfolio R
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