Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Dfa U.S. Targeted Value Portfolio Institutional Class Mutual Fund in their Schedule of Assets, totaling $17.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FAST RETAILING USA, INC FAST RETAILING USA 401(K) SAVINGS PLAN | NEW YORK NY | 5,405 | $115.5M | $2.4M |
| 2 | FAMILY RESIDENCES & ESSENTIAL ENTERPRISES, INC. FAMILY RESIDENCES RETIREMENT & 401(K) SAVINGS PLAN | OLD BETHPAGE NY | 1,938 | $78.0M | $2.2M |
| 3 | APERCEN PARTNERS LLC |
PALO ALTO CA |
| 347 |
| $35.8M |
| $1.8M |
| 4 | HARGROVE AND ASSOCIATES, INC. HARGROVE 401(K) PLAN AND TRUST | MOBILE AL | 2,473 | $250.9M | $1.6M |
| 5 | DUININCK COMPANIES DUININCK COMPANIES 401(K) PLAN | PRINSBURG MN | 1,281 | $137.6M | $1.6M |
| 6 | VENERABLE HOLDINGS, INC. VENERABLE 401K SAVINGS PLAN | WEST CHESTER PA | 434 | $87.7M | $975K |
| 7 | MAHONEY ENVIRONMENTAL SOLUTIONS, LLC MAHONEY ENVIRONMENTAL 401(K) PLAN | JOLIET IL | 611 | $32.4M | $858K |
| 8 | FASTLY, INC. FASTLY, INC. 401(K) PLAN | SAN FRANCISCO CA | 860 | $106.0M | $754K |
| 9 | RAPID7 LLC RAPID7 LLC 401(K) PLAN | BOSTON MA | 1,250 | $158.5M | $750K |
| 10 | PIVOT INTERIORS, INC. PIVOT INTERIORS, INC. SAVINGS & INVESTMENT PLAN | SANTA CLARA CA | 202 | $42.2M | $731K |
