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 in their Schedule of Assets, totaling $187K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GARDNER WHITE FURNITURE COMPANY, INC. GARDNER WHITE FURNITURE COMPANY, INC. 401(K) PLAN | AUBURN HILLS MI | 862 | $21.5M | $177K |
| 2 | FV SERVICES, INC FRIENDSHIP VILLAGE RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 994 | $22.3M | $11K |
