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. Pooled Separate Account - in their Schedule of Assets, totaling $2.1M 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 | BRAINLAB, INC. BRAINLAB, INC. 401(K) PLAN | WESTCHESTER IL | 423 | $76.4M | $2.1M |
| 2 | GENERAL DATA COMPANY INC. GENERAL DATA COMPANY INC. 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 258 | $18.3M | $24K |
