Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA U.S. Targeted Value Portfolio Institutional " in their Schedule of Assets, totaling $4.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SEEGARS FENCE COMPANY, INC. SEEGARS FENCE COMPANY, INC. 401(K) RETIREMENT PLAN | GOLDSBORO NC | 257 | $12.3M | $2.0M |
| 2 | GLAUKOS CORPORATION GLAUKOS CORPORATION 401(K) PROFIT SHARING PLAN | SAN CLEMENTE CA | 845 | $104.0M | $1.0M |
| 3 | FRONTAGE LABORATORIES INC. |
EXTON PA |
| 672 |
| $62.9M |
| $506K |
| 4 | BLESSEY MARINE SERVICES, INC. BLESSEY MARINE SERVICES, INC. 401(K) PLAN | HARAHAN LA | 675 | $65.9M | $374K |
| 5 | PRO-FOOTBALL LLC WASHINGTON COMMANDERS CAPITAL ACCUMULATION PLAN | ASHBURN VA | 412 | $20.1M | $326K |
| 6 | MCCRAW OIL/KWIK CHEK MCCRAW OIL/KWIK CHEK 401(K) PLAN | BONHAM TX | 948 | $9.1M | $266K |
| 7 | SSA GROUP, LLC SSA GROUP, LLC 401(K) PLAN | DENVER CO | 1,554 | $20.5M | $88K |
