Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA DFA US Targeted Vl Port Ins in their Schedule of Assets, totaling $1.6M 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 | RANGE GENERATION NEXT LLC RGNEXT 401K PLAN | MELBOURNE FL | 933 | $112.4M | $1.3M |
| 2 | COYNE PUBLIC RELATIONS COYNE PUBLIC RELATIONS 401(K) PLAN | PARSIPPANY NJ | 143 | $22.2M | $203K |
| 3 | INNOVATIVE HEALTH, LLC INNOVATIVE HEALTH, LLC 401K |
| 143 |
| $6.4M |
| $44K |
| 4 | INTERNATIONAL ICE CREAM CORPORATION INTERNATIONAL ICE CREAM CORPORATION 401(K) PLAN | NORTON MA | 334 | $8.4M | $23K |
| 5 | CENTRAL DERMATOLOGY CENTER PA CENTRAL DERMATOLOGY CENTER PA 401(K) PROFIT SHARING PLAN | CHAPEL HILL NC | 64 | $10.1M | $15K |
| 6 | DAYRISE RESIDENTIAL, LLC DAYRISE RESIDENTIAL, LLC 401(K) RETIREMENT PLAN | HOUSTON TX | 346 | $2.6M | $11K |
| 7 | CAMPBELL PROPERTY MANAGEMENT CPM & ROSEMURGY PROPERTIES 401(K) RETIREMENT PLAN | DEERFIELD BEACH FL | 2,457 | $7.2M | $7K |
| 8 | EUCLID SYSTEMS CORPORATION EUCLID SYSTEMS CORPORATION 401(K) PLAN | STERLING VA | 182 | $3.8M | $5K |
| 9 | COMPLETE PROPERTY SERVICES, INC. COMPLETE PROPERTY SERVICES, INC. 401(K) PLAN | TAMPA FL | 125 | $2.1M | $3K |
