Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding DFA U.S. Targeted Value Portfolio Mutual fund in their Schedule of Assets, totaling $6.3M 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 | DES ARCHITECTS + ENGINEERS DES ARCHITECTS + ENGINEERS 401(K) PROFIT SHARING PLAN | REDWOOD CITY CA | 67 | $59.6M | $2.8M |
| 2 | PREFERRED PUMP & EQUIPMENT, L.P. PREFERRED PUMP & EQUIPMENT, L.P. 401(K) PLAN | FT WORTH TX | 680 | $77.4M | $1.3M |
| 3 | HOJ MANAGEMENT CO., INC. |
SALT LAKE CITY UT |
| 190 |
| $18.4M |
| $456K |
| 4 | ILLUMIO, INC. ILLUMIO 401(K) PLAN | SUNNYVALE CA | 536 | $55.4M | $413K |
| 5 | SITECORE USA, INC. SITECORE USA, INC. 401(K) PLAN & TRUST | SAN FRANCISCO CA | 350 | $61.1M | $404K |
| 6 | BUCK INSTITUTE FOR RESEARCH ON AGING BUCK INSTITUTE FOR RESEARCH ON AGING 401(K) PLAN | NOVATO CA | 256 | $46.2M | $355K |
| 7 | MAY MANUFACTURING, LLC MAY MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN | LAS VEGAS NV | 233 | $26.3M | $227K |
| 8 | EMCORE CORPORATION EMCORE CORPORATION 401(K) PLAN | ALHAMBRA CA | 247 | $134.9M | $173K |
| 9 | FOODWARE LLC FOODWARE LLC 401(K) PROFIT SHARING PLAN & TRUST | LODI NJ | 0 | $0 | $69K |
| 10 | CULTURE AMP, INC. CULTURE AMP, INC. 401(K) PLAN | SAN FRANCISCO CA | 320 | $15.4M | $50K |
