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 Mutual fund in their Schedule of Assets, totaling $7.1M 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 | TD SYNNEX CORPORATION TD SYNNEX 401(K) RETIREMENT PLAN | FREMONT CA | 7,856 | $896.1M | $7.1M |
| 2 | CAPE COD ACADEMY CAPE COD ACADEMY DC RETIREMENT PLAN | OSTERVILLE MA | 47 | $13.8M | $2K |
