Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA U.S. Targeted Value Port Pooled Separate Account in their Schedule of Assets, totaling $967K 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 | MICHAUD, COOLEY, ERICKSON & ASSOCIATES, LLC MICHAUD, COOLEY, ERICKSON PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 123 | $30.6M | $868K |
| 2 | SPIRAL BINDING LLC SPIRAL BINDING, LLC 401(K) PROFIT SHARING PLAN | TOTOWA NJ | 223 | $11.2M | $99K |
