Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding DFA U.S. Targeted Value Portfolio " in their Schedule of Assets, totaling $14.8M 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 | TESTING HOLDINGS USA, INC. ITS USA RETIREMENT SAVINGS PLAN | THE WOODLANDS TX | 6,346 | $811.3M | $5.4M |
| 2 | RADIOLOGY SERVICES, LLC RADIOLOGY SERVICES, LLC EMPLOYEE SAVINGS PLAN | WALLINGFORD CT | 492 | $59.9M | $2.5M |
| 3 | SOFTTEK INTEGRATION SYSTEMS, INC. SOFTTEK INTEGRATION SYSTEMS, INC. 401(K) PLAN |
ATLANTA GA |
| 348 |
| $22.7M |
| $1.4M |
| 4 | AVL MICHIGAN HOLDING CORPORATION AVL NORTH AMERICA, INC. 401(K) PLAN | PLYMOUTH MI | 505 | $152.0M | $1.4M |
| 5 | BROOKWOOD COMPANIES INCORPORATED BROOKWOOD COMPANIES INC. TAX FAVORED SAVINGS PLAN | NEW YORK NY | 208 | $40.0M | $618K |
| 6 | PENTEC HEALTH, INC. PENTECH HOLDINGS RETIREMENT SAVINGS PLAN | BOOTHWYN PA | 613 | $34.7M | $565K |
| 7 | SUPERIOR, INC. SUPERIOR INC & AFFILIATES 401(K) PLAN | FAYETTEVILLE AR | 827 | $31.1M | $542K |
| 8 | PARAGON METALS LLC. PARAGON METALS LLC 401(K) PLAN | HILLSDALE MI | 178 | $6.5M | $421K |
| 9 | ENERVISE, INC. ENERVISE, INC. SAVINGS & INVESTMENT PLAN | BLUE ASH OH | 112 | $8.9M | $314K |
| 10 | SABRE PLUMBING HEATING & AIR CONDITIONING INC. DEER LAKE PARTNERS HOLDINGS 401(K) PROFIT SHARING PLAN | PLYMOUTH MN | 246 | $9.2M | $273K |
