Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA U.S. Targeted Value Port Inst Mutual Funds in their Schedule of Assets, totaling $211K 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 | PINNACLE TREATMENT CENTERS, INC. PINNACLE TREATMENT CENTERS EMPLOYEE 401K PLAN | MT. LAUREL NJ | 3,288 | $41.3M | $148K |
| 2 | ACES 2020, LLC ACES 401(K) PLAN | SAN DIEGO CA | 1,083 | $13.9M | $52K |
| 3 | ATLANTA AIRLINES TERMINAL COMPANY ATLANTA AIRLINES TERMINAL COMPANY 401(K) PROFIT SHARING PLAN & TRUST |
ATLANTA GA |
| 150 |
| $6.1M |
| $11K |
