Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA DFA US Targeted Val Port Inst N/R in their Schedule of Assets, totaling $2.4M 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 | GOUCHER COLLEGE THE GOUCHER COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | BALTIMORE MD | 396 | $147.3M | $2.2M |
| 2 | WISCONSIN MANAGEMENT COMPANY, IN WISCONSIN MANAGEMENT COMPANY, INC. 401(K) PLAN | MADISON WI | 136 | $5.0M | $132K |
