Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA DFA US Targeted Val Port Inst in their Schedule of Assets, totaling $4.4M 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 | NEW YORK BLOOD CENTER NEW YORK BLOOD CENTER RETIREMENT PLAN | NEW YORK NY | 2,579 | $505.2M | $3.8M |
| 2 | IOWA STATE UNIVERSITY FOUNDATION IOWA STATE UNIVERSITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | AMES IA | 204 | $50.4M | $391K |
| 3 | MAYFIELD JUNIOR SCHOOL |
PASADENA CA |
| 97 |
| $32.4M |
| $161K |
| 4 | ORDWAY CENTER FOR THE PERFORMING ARTS ORDWAY CENTER FOR THE PERFORMING ARTS DEFINED CONTRIBUTION RETIREMENT PLAN | SAINT PAUL MN | 448 | $15.6M | $102K |
