Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding DFA DFA US Targeted Value Portfolio in their Schedule of Assets, totaling $8.7M 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 | GUARDIAN PHARMACY SERVICES MANAGEMENT, LLC GUARDIAN PHARMACY SERVICES MANAGEMENT, LLC 401(K) PLAN | ATLANTA GA | 3,269 | $153.9M | $3.6M |
| 2 | GUARDIAN PHARMACY, LLC GUARDIAN PHARMACY, LLC 401(K) PLAN | ATLANTA GA | 2,635 | $91.2M | $2.9M |
| 3 | PIONEER PHYSICIANS NETWORK, INC. |
UNIONTOWN OH |
| 278 |
| $47.8M |
| $690K |
| 4 | RUFFOLO, HOOPER & ASSOCIATES, MDPA RHA 401(K) PROFIT SHARING PLAN | TAMPA FL | 124 | $45.4M | $516K |
| 5 | TAX AIRFREIGHT, INC. TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN | MILWAUKEE WI | 250 | $11.9M | $322K |
| 6 | AMERICAN ASSOCIATION OF NURSE ANESTHETISTS AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN & TRUST | ROSEMONT IL | 133 | $31.2M | $310K |
| 7 | COMMUNICATION TECHNOLOGY SERVICES, LLC CTS 401(K) PLAN | MARLBORO MA | 339 | $25.7M | $134K |
| 8 | ATLANTIC BUILDING COMPONENTS & SERVICES, INC ATLANTIC BUILDING COMPONENTS & SERVICES, INC 401K PROFIT SHARING PLAN | MONCKS CORNER SC | 348 | $8.0M | $115K |
| 9 | LOFTED PRODUCTS LLC LOFTED PRODUCTS LLC 401(K) PLAN | MICHIGAN CITY IN | 126 | $4.1M | $56K |
| 10 | COOLEY ENTERPRISES, INC. COOLEY ENTERPRISE, INC. RETIREMENT SAVINGS PLAN | IRVING TX | 1,240 | $14.0M | $29K |
