Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA U.S. Targeted Value Portfolio Institutional Pooled separate account in their Schedule of Assets, totaling $1.1M 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 | OSA INTERNATIONAL, INC. OSA INTERNATIONAL, INC. 401(K) PLAN | WOODDALE IL | 142 | $11.8M | $665K |
| 2 | CONTINENTAL SERVICE GROUP, LLC D/B/A CONSERVE CONSERVE EMPLOYEE RETIREMENT PLAN | FAIRPORT NY | 345 | $41.7M | $421K |
| 3 | KIMBLE COMPANY KIMBLE COMPANY 401(K) RETIREMENT PLAN |
DOVER OH |
| 242 |
| $15.2M |
| $4K |
| 4 | KIMBLE RECYCLING & DISPOSAL, INC. KIMBLE RECYCLING & DISPOSAL, INC. 401(K) RETIREMENT PLAN | DOVER OH | 583 | $12.7M | $3K |
