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 Pooled separate accounts in their Schedule of Assets, totaling $57K 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 | TERRABANK, N.A. TERRABANK 401(K) PLAN | MIAMI FL | 116 | $6.2M | $46K |
| 2 | GARDNER GLASS PRODUCTS, INC. GARDNER GLASS PRODUCTS, INC. RETIREMENT SAVINGS | N.WILKESBORO NC | 183 | $5.0M | $8K |
| 3 | SIMULMEDIA INC SIMULMEDIA INC 401K | NEW YORK |
| 73 |
| $8.1M |
| $3K |
