Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA DFA U.S. Targeted Value Port Inst in their Schedule of Assets, totaling $43K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FIRST STOP HOLDINGS, LLC FIRST STOP HOLDINGS, LLC 401(K) PLAN | CHICAGO IL | 194 | $6.7M | $38K |
| 2 | MEDICAL AIR SERVICES ASSOCIATION, INC. MASA GLOBAL 401(K) PLAN | PLANTATION FL | 221 | $7.4M | $4K |
| 3 | MEDICAL AIR SERVICES ASSOCIATION, INC. MASA GLOBAL 401(K) PLAN |
PLANTATION FL |
| 169 |
| $3.9M |
| $1K |
