Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA 2030 TARG RET INC - INST in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALTAMIRA-US, LLC ALTAMIRA 401(K) PLAN | OKLAHOMA CITY OK | 82 | $5.9M | $826K |
| 2 | BIOTE MEDICAL, LLC BIOTE MEDICAL 401(K) PLAN | IRVING TX | 195 | $9.0M | $562K |
| 3 | CENTURION AMERICAN DEVELOPMENT G CENTURION AMERICAN DEVELOPMENT GROUP 401(K) PLAN |
FARMERS BRANCH TX |
| 111 |
| $5.2M |
| $473K |
