Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA Targeted Value Portfolio Inst. in their Schedule of Assets, totaling $63K 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 | RIDG-U-RAK INC RIDG-U-RAK INC 401(K) PROFIT SHARING PLAN & TRUST | NORTH EAST PA | 187 | $7.6M | $63K |
