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 Fund " in their Schedule of Assets, totaling $269K 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 | BIG RAPIDS PRODUCTS, INC. BIG RAPIDS PRODUCTS, INC. 401(K) PLAN | BIG RAPIDS MI | 374 | $6.5M | $161K |
| 2 | JMG INSURANCE CORP. JOHN M. GLOVER AGENCY 401K RETIREMENT PLAN | NORWALK CT | 194 | $22.2M | $107K |
