Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Davis Selected Advisers LP DFA U.S. Targeted Value Port Inst in their Schedule of Assets, totaling $101K 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 | TOPOCEAN CONSOLIDATION SERVICE (LA) INC. TOPOCEAN CONSOLIDATION SERVICE (LA), INC. 401(K) PROFIT SHARING PLAN | CITY OF INDUSTRY CA | 217 | $24.1M | $101K |
