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 Inst. Mutual Fund in their Schedule of Assets, totaling $7.4M 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 | ARM, INC. ARM, INC. 401(K) SAVINGS PLAN | AUSTIN TX | 1,539 | $533.1M | $4.4M |
| 2 | FISCHER MANAGEMENT, LLC FISCHER HOMES 401(K) PROFIT PLUS PLAN AND TRUST | ERLANGER KY | 869 | $94.7M | $2.6M |
| 3 | NORTHERN COUNTIES HEALTH CARE, INC. NORTHERN COUNTIES HEALTH CARE RETIREMENT PLAN |
ST JOHNSBURY VT |
| 325 |
| $23.5M |
| $348K |
| 4 | HOSPITAL HOUSEKEEPING SYSTEMS, LLC HOSPITAL HOUSEKEEPING SYSTEMS 401(K) BENEFIT PLAN | DRIPPING SPRINGS TX | 14,609 | $35.5M | $8K |
