Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Dfa U.S. Targeted Value Port Inst Pooled Separate Account in their Schedule of Assets, totaling $4.7M 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 | METHANEX SERVICES US LLC METHANEX 401(K) PLAN | PLANO TX | 315 | $63.3M | $1.5M |
| 2 | GEOLOGIC ASSOCIATES GEOLOGIC ASSOCIATES 401K PROFIT SHARING PLAN | ONTARIO CA | 302 | $88.1M | $777K |
| 3 | TWIN CITY HARDWARE COMPANY TWIN CITY HARDWARE COMPANY 401(K) SAVINGS PLAN AND TRUST |
OAKDALE MN |
| 255 |
| $33.4M |
| $574K |
| 4 | SAN JOAQUIN REFINING COMPANY, INC. SAN JOAQUIN REFINING COMPANY 401K PLAN | BAKERSFIELD CA | 131 | $36.2M | $396K |
| 5 | GT&E, LLC GROFF TRACTOR 401(K) PLAN | MECHANICSBURG PA | 231 | $20.9M | $282K |
| 6 | NORTHWEST RADIOLOGISTS, INC., P.S. NORTHWEST RADIOLOGISTS, INC., P.S. EMPLOYEES' SAVINGS PLAN | BELLINGHAM WA | 149 | $37.8M | $275K |
| 7 | PJS LUMBER, INC. PJ'S LUMBER, INC. 401(K) PLAN | FREMONT CA | 138 | $12.8M | $160K |
| 8 | UNILODE AVIATION SOLUTIONS UNILODE AVIATION SOLUTIONS 401(K) PLAN | ELK GROVE VILLAGE IL | 228 | $8.4M | $145K |
| 9 | RRC POWER & ENERGY, LLC RRC POWER & ENERGY, LLC 401(K) PLAN | ROUND ROCK TX | 278 | $19.3M | $128K |
| 10 | GLOBAL-E US INC. GLOBAL-E US INC. 401(K) PLAN | NEW YORK NY | 185 | $10.3M | $92K |
