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 Institutional Class Fund in their Schedule of Assets, totaling $300K 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 | SMARTCOMMS, LLC SMARTCOMMS, LLC 401(K) PROFIT SHARING PLAN | DALLAS TX | 117 | $16.3M | $163K |
| 2 | EDESIA, INC. EDESIA INC. RETIREMENT SAVINGS PLAN | NORTH KINGSTOWN RI | 147 | $9.1M | $138K |
