DFA US Targeted VL Port INS
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 65 retirement plans report an interest in this investment, totaling $7.7M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
65
Reported interest (EOY)
$7.7M
Data source
DOL Form 5500 · Schedule D
Plans holding DFA US Targeted VL Port INSranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PLAN COMPLIANCE SERVICES, INC. SECURE CHOICE POOLED EMPLOYER PLAN | CLEARWATER FL | 1,360 | — | $1.0M |
| 2 | EDWARDS GARMENT CO. RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF EDWARDS GARMENT CO. | KALAMAZOO MI | 177 | $17.3M | $659K |
| 3 | PUSAN PIPE AMERICA, INC. PUSAN PIPE AMERICA, INC. EMPLOYEE PROFIT SHARING & SAVINGS PLAN | IRVINE CA | 492 | $24.4M | $641K |
| 4 | SIGNAL MANAGEMENT SERVICES, LLC SIGNAL MUTUAL 401(K) PLAN | WILTON CT | 146 | $24.0M | $608K |
| 5 | CONNECTONE BANK CONNECTONE BANK 401K PLAN | ENGLEWOOD CLIFFS NJ | 479 | $59.6M | $530K |
| 6 | DALLAS MARKET CENTER COMPANY, LTD. DALLAS MARKET CENTER COMPANY, LTD EMPLOYEE RETIREMENT SAVINGS PLAN | DALLAS TX | 224 | $30.1M | $499K |
| 7 | JOHNSON HEALTH TECH NORTH AMERICA, INC. JHT 401(K) PLAN | COTTAGE GROVE WI | 1,376 | $86.6M | $469K |
| 8 | CTC AMERICAS, INC. CTC AMERICAS 401(K) PLAN | WILTON CT | 705 | $69.5M | $467K |
| 9 | CONTINENTAL SERVICE GROUP, LLC D/B/A CONSERVE CONSERVE EMPLOYEE RETIREMENT PLAN | FAIRPORT NY | 345 | $41.7M | $421K |
| 10 | JON K. TAKATA CORPORATION DBA RESTORATION MANAGEMENT COMPANY JON K. TAKATA CORPORATION 401(K) PROFIT SHARING PLAN | LIVERMORE CA | 483 | $28.1M | $259K |
See all 65 plans holding DFA US Targeted VL Port INS
You’re seeing the top 10. Pro unlocks the full ranked list — every plan reporting this investment, with sponsor contacts — for $49/mo.
Upgrade to Pro