Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA U.S. Targeted Value Portfolio Fund Institutional Class " in their Schedule of Assets, totaling $48.3M 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 | CONTINENTAL AUTOMOTIVE, INC. RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF CONTINENTAL - AUTOMOTIVE SYSTEMS | FORT MILL SC | 2,425 | $1.1B | $37.5M |
| 2 | CONTINENTAL TIRE THE AMERICAS, LLC RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF CONTINENTAL-RUBBER | FORT MILL SC | 10,839 | $1.3B | $10.5M |
| 3 | FIRST CLASS AIR SUPPORT INC |
LOUISVILLE KY |
| 244 |
| $6.0M |
| $356K |
| 4 | PROFESSIONAL AMBULANCE & OXYGEN SERVICE, INC. PROFESSIONAL AMBULANCE 401(K) PROFIT SHARING PLAN | CAMBRIDGE MA | 145 | $10.2M | $20K |
