Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA U.S. Targeted Value Port Inst Mutual fund in their Schedule of Assets, totaling $1.3M 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 | NORTHEAST ARC, INC. NORTHEAST ARC 403(B)PLAN | DANVERS MA | 310 | $23.0M | $899K |
| 2 | MASTER INTERNATIONAL CORPORATION S. T. A. R. 401K PLAN | PHOENIX AZ | 709 | $22.1M | $179K |
| 3 | UPPERLINE HEALTH, INC. UPPERLINE HEALTH 401(K) RETIREMENT PLAN |
NASHVILLE TN |
| 916 |
| $35.9M |
| $134K |
| 4 | 2E CREATIVE INC. 2E CREATIVE 401K) PLAN | ST. LOUIS MO | 71 | $4.9M | $33K |
| 5 | MARYLOU'S NEWS, INC MARYLOU'S COFFEE PROFIT SHARING PLAN | HINGHAM MA | 143 | $4.3M | $22K |
| 6 | CORRY MANUFACTURING COMPANY CORRY MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN | CORRY PA | 244 | $27.1M | $10K |
| 7 | KBE BUILDING CORPORATION KBE BUILDING CORPORATION 401(K) SAVINGS PLAN | FARMINGTON CT | 149 | $39.2M | $9K |
| 8 | SOUTHLAND STEEL FABRICATORS, INC. SOUTHLAND STEEL FABRICATORS, INC. 401(K) PLAN AND TRUST | AMITE LA | 374 | $4.5M | $6K |
| 9 | BILLUPS, LLC BILLUPS 401(K) PLAN | NEW YORK NY | 132 | $11.1M | $2K |
