Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 55 U.S. retirement plans report holding DFA U.S. Targeted Value Portfolio Institutional Class " in their Schedule of Assets, totaling $40.2M 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 | RGA REINSURANCE COMPANY RGA REINSURANCE COMPANY PERFORMANCE PENSION PLAN | CHESTERFIELD MO | 1,095 | $195.5M | $8.8M |
| 2 | COOPER-STANDARD AUTOMOTIVE INC. COOPER-STANDARD AUTOMOTIVE INC. ENHANCED INVESTMENT SAVINGS PLAN | NORTHVILLE MI | 3,101 | $444.2M | $7.7M |
| 3 | NATIONAL DCP, LLC |
DULUTH GA |
| 1,772 |
| $117.8M |
| $6.1M |
| 4 | COILPLUS, INC. COILPLUS, INC. RETIREMENT PLAN AND TRUST | ROSEMONT IL | 460 | $60.6M | $3.4M |
| 5 | DIVISIONS, INC. DIVISIONS INC. 401(K) PLAN | CINCINNATI OH | 892 | $30.4M | $2.0M |
| 6 | LANIER & ASSOCIATES CONSULTING ENGINEERS, INC. LANIER & ASSOCIATES RETIREMENT PLAN | NEW ORLEANS LA | 124 | $47.4M | $1.9M |
| 7 | GOLDEN STATE ORTHOPEDICS & SPINE GOLDEN STATE ORTHOPEDICS & SPINE PROFIT SHARING 401(K) PLAN | WALNUT CREEK CA | 431 | $109.4M | $1.1M |
| 8 | ULTRA CLEAN TECHNOLOGY SYSTEMS AND SERVICE, INC. UCT RETIREMENT SAVINGS PLAN | HAYWARD CA | 1,772 | $147.0M | $984K |
| 9 | P. KAUFMANN, INC. P. KAUFMANN EMPLOYEES' 401(K) PROFIT-SHARING TRUST | NEW YORK NY | 149 | $76.1M | $910K |
| 10 | TELESTREAM, LLC TELESTREAM 401(K) EMPLOYEE SAVINGS PLAN | NEVADA CITY CA | 237 | $58.7M | $844K |
