Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA DFA U.S. Targeted Value Portfolio Institutional Class in their Schedule of Assets, totaling $41.0M 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 | SPX ENTERPRISES, LLC SPX RETIREMENT SAVINGS AND STOCK OWNERSHIP PLAN | CHARLOTTE NC | 3,506 | $969.4M | $36.1M |
| 2 | CORNERSTONE ONDEMAND, INC. CORNERSTONE ONDEMAND INC. 401(K) PROFIT SHARING PLAN | SANTA MONICA CA | 1,159 | $195.8M | $2.0M |
| 3 | WILLIAMS SCOTSMAN, INC. WILLSCOT 401(K) PLAN |
PHOENIX AZ |
| 4,188 |
| $284.6M |
| $1.5M |
| 4 | NORTHWEST ANESTHESIOLOGY & PAIN SERVICES, P.A. NORTHWEST ANESTHESIOLOGY & PAIN SERVICES 401(K) PLAN | HOUSTON TX | 99 | $47.9M | $871K |
| 5 | KOKI HOLDINGS AMERICA LTD. KOKI HOLDINGS AMERICA LTD. PROFIT SHARING | BRASELTON GA | 253 | $32.1M | $478K |
| 6 | VANTAGE HOLDING COMPANY LLC VANTAGE HOLDING COMPANY 401(K) SAVINGS PLAN | MEADVILLE PA | 206 | $13.5M | $74K |
| 7 | SKYDANCE PRODUCTIONS, LLC SKYDANCE PRODUCTIONS, LLC 401(K) PROFIT SHARING PLAN | SANTA MONICA CA | 415 | $30.1M | $34K |
| 8 | 12 OAKS MANAGEMENT SERVICES IN 12 OAKS MANAGEMENT SERVICES IN 401(K) PROFIT SHARING PLAN & TRUST | DALLAS TX | 1,382 | $3.1M | $6K |
