Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA U.S. Targeted Value Instl Mutual Fund in their Schedule of Assets, totaling $466K 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 | WOMAN'S HOSPITAL FOUNDATION WOMAN'S HOSPITAL FOUNDATION 401(A) EMPLOYER CONTRIBUTION PLAN | BATON ROUGE LA | 2,567 | $142.7M | $394K |
| 2 | HYPERFORM, INC. HYPERFORM, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ROCKLEDGE FL | 113 | $2.9M | $72K |
