Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA U.S. Targeted Value Portfolio Institutional Cl in their Schedule of Assets, totaling $401K 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 | LAKESIDE SOFTWARE, LLC LAKESIDE SOFTWARE 401(K) PLAN | BOSTON MA | 131 | $13.1M | $401K |
