Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding DFA U.S. Targeted Value Port Inst # in their Schedule of Assets, totaling $5.3M 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 | SOUTH CAROLINA FEDERAL CREDIT UNION SOUTH CAROLINA FEDERAL CREDIT UNION EMPLOYEES' 401K PLAN | NORTH CHARLESTON SC | 577 | $102.8M | $3.3M |
| 2 | HUMANSCALE CORPORATION HUMANSCALE 401(K) PLAN | PISCATAWAY NJ | 697 | $67.5M | $1.2M |
| 3 | SDL INC. SDL INC. 401(K) PLAN |
WAKEFIELD MA |
| 317 |
| $58.2M |
| $187K |
| 4 | ACUTE CARE HEALTH SYSTEM ACUTE CARE HEALTH SYSTEM 401(K) P/S PLAN | OCEANPORT NJ | 119 | $13.1M | $147K |
| 5 | SENDIK'S MANAGEMENT COMPANY, INC SENDIK'S FOOD MARKET RETIREMENT PLAN | MILWAUKEE WI | 1,112 | $34.0M | $145K |
| 6 | MEDF PHYSICIANS CORP. MEDF PHYSICIANS CORP. VOLUNTARY TAX DEFERRED ANNUITY PLAN | COLDWATER OH | 197 | $13.0M | $107K |
| 7 | MEDICAL REHABILITATION CENTERS, LLC MEDICAL REHABILITATION CENTERS, LLC 401K PROFIT SHARING PLAN | LEXINGTON KY | 917 | $18.4M | $75K |
| 8 | PROACT, INC. PROACT, INC. 401(K) PLAN | EAGAN MN | 95 | $10.2M | $57K |
| 9 | CAVINESS & CATES BUILDING AND CAVINESS & CATES BUILDING AND DEVELOPMENT 401(K) | FAYETTEVILLE NC | 134 | $5.3M | $52K |
| 10 | WAREHOUSE SOLUTIONS, INC. WAREHOUSE SOLUTIONS, INC. 401(K) PLAN | ROCHELLE PARK NJ | 133 | $10.1M | $48K |
