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 Portfolio - in their Schedule of Assets, totaling $178K 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 | AMBULATORY MANAGEMENT SOLUTIONS, AMBULATORY MANAGEMENT SOLUTIONS 401(K) PROFIT SHARING PLAN | ROSEMONT IL | 205 | $20.9M | $123K |
| 2 | AT WORLD PROPERTIES, LLC AT WORLD PROPERTIES, LLC RETIREMENT SAVINGS PLAN | CHICAGO IL | 456 | $17.1M | $45K |
| 3 | TRUSSWORKS LLC |
CALDWELL TX |
| 225 |
| $1.6M |
| $10K |
