Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA U.S. Targeted Val Port Ret Acct " in their Schedule of Assets, totaling $513K 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 | ALLPRO CORPORATION ALLPRO CORPORATION 401(K) RETIREMENT PLAN | TAMPA FL | 1,398 | $28.8M | $224K |
| 2 | ROMANOFF FLOOR COVERING, INC. RFC RETIREMENT PLAN | ATLANTA GA | 175 | $9.8M | $138K |
| 3 | PRODUCT DEVELOPMENT ASSOCIATES, INC. PDA 401(K) PLAN |
BURNSVILLE MN |
| 146 |
| $11.1M |
| $136K |
| 4 | ELEVATE PROPERTY MANAGEMENT, LLC ELEVATE PROPERTY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST | WAYZATA MN | 80 | $2.0M | $15K |
