Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding DFA U.S. Targeted Value Portfolio Institutional Class in their Schedule of Assets, totaling $10.2M 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 | RGA REINSURANCE COMPANY RGA REINSURANCE COMPANY PERFORMANCE PENSION PLAN | CHESTERFIELD MO | 1,095 | $195.5M | $8.8M |
| 2 | CONTITECH USA, INC. CONTITECH USA, INC. BARGAINING UNIT EMPLOYEES RETIREMENT PLAN | FAIRLAWN OH | 560 | $70.2M | $751K |
| 3 | BESTDRIVE, LLC |
FORT MILL SC |
| 328 |
| $16.0M |
| $172K |
| 4 | THE DOHERTY GROUP, INC. DOHERTY GROUP, INC. 401(K) AND RETIREMENT SAVINGS PLAN | ALLENDALE NJ | 7,472 | $40.6M | $147K |
| 5 | PLK COMMUNITIES LLC PLK COMMUNITIES LLC 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 200 | $5.2M | $108K |
| 6 | SYNER-G BIOPHARMA GROUP LLC SYNER-G BIOPHARMA GROUP LLC 401(K) PLAN | FRAMINGHAM MA | 149 | $18.3M | $71K |
| 7 | KENNEDYS CMK LLP KENNEDYS CMK LLP 401(K) PROFIT SHARING PLAN AND TRUST | BASKING RIDGE NJ | 437 | $44.0M | $51K |
| 8 | GASTROENTEROLOGY ASSOCIATES OF NEW JERSEY, LLC GASTROENTEROLOGY ASSOCIATES OF NEW JERSEY 401K PLAN | WOODLAND PARK NJ | 221 | $34.3M | $41K |
| 9 | TRG FIDUCIARY SERVICES, LLC TRG 401(K) PLAN | LAKEWOOD RANCH FL | 943 | $17.9M | $36K |
| 10 | 2014 HEALTH, LLC US HEALTHVEST GROUP 401(K) PLAN | DES PLAINES IL | 2,262 | $21.6M | $36K |
