Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA U.S. Targeted Value Portfolio Pooled separate account in their Schedule of Assets, totaling $3.2M 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 | IMCO GENERAL CONSTRUCTION, INC. IMCO GENERAL CONSTRUCTION DAVIS-BACON 401(K) PLAN | FERNDALE WA | 213 | $21.7M | $1.3M |
| 2 | HARTZELL INDUSTRIES, INC. HARTZELL COMPANIES 401(K) PLAN | PIQUA OH | 290 | $20.4M | $681K |
| 3 | PRECIGEN, INC. PRECIGEN, INC. 401K PLAN |
GERMANTOWN MD |
| 147 |
| $36.5M |
| $346K |
| 4 | ARENA EVENT SERVICES ARENA EVENT SERVICES SAVINGS PLAN | OAK CREEK WI | 370 | $8.2M | $301K |
| 5 | THOMAS FOODS INTERNATIONAL, USA THOMAS FOODS INTERNATIONAL, USA 401(K) PLAN | CHERRY HILL NJ | 213 | $12.8M | $177K |
| 6 | SPECTRUM HOME HEALTH, INC. APPL ORCHARD 401(K) PLAN | KANSAS CITY KS | 189 | $13.1M | $136K |
| 7 | VALOR LLC VALOR, LLC RETIREMENT PLAN | OWENSBORO KY | 221 | $5.7M | $124K |
| 8 | PAN AM EQUITIES, INC. PAN AM EQUITIES, INC. 401(K) PLAN | NEW YORK NY | 132 | $22.8M | $48K |
| 9 | UNITED CEREBRAL PALSY ASSOCIATION OF GREATER CLEVELAND UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN | CLEVELAND OH | 172 | $4.2M | $30K |
