Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding DFA U.S. Targeted Value Portfolio Fund " in their Schedule of Assets, totaling $165.6M 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 | ALLINA HEALTH SYSTEM ALLINA 401K RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 28,274 | $3.5B | $101.1M |
| 2 | SCHINDLER ELEVATOR CORPORATION SCHINDLER ELEVATOR CORPORATION SAVINGS AND INVESTMENT PLAN | MORRISTOWN NJ | 2,362 | $527.8M | $25.9M |
| 3 | ALLINA HEALTH SYSTEM ALLINA 403(B) RETIREMENT SAVINGS PLAN |
MINNEAPOLIS MN |
| 7,491 |
| $902.5M |
| $23.4M |
| 4 | PLAN PROFESSIONALS, LLC AGC SELECT 401(K) PEP | SHREWSBURY NJ | 15,566 | $610.5M | $4.2M |
| 5 | HOUSTON CHAPTER AGC/LOUISIANA AGC AGC SOUTHWEST CHAPTERS 401(K) PLAN | HOUSTON TX | 14,004 | $526.8M | $3.9M |
| 6 | FOREST CITY TRADING GROUP, LLC FCTG RETIREMENT SAVINGS PLAN | PORTLAND OR | 657 | $250.9M | $3.9M |
| 7 | OMNETICS CONNECTOR CORPORATION OMNETICS CONNECTOR CORP. 401(K) PS PLAN | MINNEAPOLIS MN | 399 | $51.7M | $1.5M |
| 8 | THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE 401(K) PLAN | PHOENIX AZ | 273 | $54.2M | $903K |
| 9 | JOHNSON HEALTH TECH NORTH AMERICA, INC. JHT 401(K) PLAN | COTTAGE GROVE WI | 1,376 | $86.6M | $469K |
| 10 | METHUEN CONSTRUCTION CO., INC. METHUEN CONSTRUCTION CO., INC. RETIREMENT PLAN | PLAISTOW NH | 0 | $0 | $117K |
