Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA U.S. Targeted Value Portfolio Institutional Class Registered investment company in their Schedule of Assets, totaling $1.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DOXIMITY, INC. DOXIMITY 401(K) PLAN | SAN FRANCISCO CA | 837 | $78.8M | $734K |
| 2 | NETDOCUMENTS SOFTWARE, INC. NETDOCUMENTS SOFTWARE, INC. 401(K) PLAN | LEHI UT | 374 | $21.9M | $687K |
| 3 | THE CENTER FOR INDIVIDUAL & FAMILY SERVICES THE CENTER RETIREMENT PLAN |
MANSFIELD OH |
| 452 |
| $7.1M |
| $189K |
| 4 | FAIRWAY MEDICAL CENTER, LLC DBA AVALA AVALA 401(K) PLAN | COVINGTON LA | 344 | $14.0M | $162K |
| 5 | PLUTO ACQUISITION OPCO LLC PLUTO ACQUISITION OPCO LLC 401(K) PROFIT SHARING PLAN & TRUST | PHOENIX AZ | 401 | $5.7M | $34K |
| 6 | INDEPENDENT PHYSICIAN ASSOCIATES DBA ALL CARE ALL CARE 401(K) PLAN | MODESTO CA | 316 | $17.2M | $13K |
| 7 | NEWBASIS, LLC NEWBASIS, LLC SAVINGS AND RETIREMENT PLAN AND TRUST 401(K) PLAN | RIVERSIDE CA | 146 | $3.0M | $10K |
| 8 | FRANCISCO GRANDE USA INC. FRANCISCO GRANDE USA INC. 401(K) PROFIT SHARING PLAN & TRUST | CASA GRANDE AZ | 260 | $566K | $2K |
