Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA DFA US Targeted Value Port N/R in their Schedule of Assets, totaling $564K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VAREL INTERNATIONAL IND., LLC VAREL INTERNATIONAL IND., LLC 401(K) SALARY SAVINGS PLAN | KINGWOOD TX | 114 | $19.4M | $564K |
