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 Portfolio Inst. Class in their Schedule of Assets, totaling $133K 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 | IN MOCEAN GROUP, LLC IN MOCEAN GROUP, LLC 401(K) PLAN | NEW YORK NY | 164 | $19.1M | $130K |
| 2 | CLEAR GLOBAL SOLUTIONS LLC CLEAR GLOBAL SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | SCANDINAVIA WI | 140 | $1.5M | $4K |
