Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA US Target Value Portfolio in their Schedule of Assets, totaling $134K 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 | TOP FLIGHT, INC. TOP FLIGHT EMPLOYEES' 401(K) SAVINGS PLAN | CHATTANOOGA TN | 106 | $10.4M | $87K |
| 2 | BURRIS COMPANY, INCORPORATED BURRIS COMPANY 401(K) PLAN | GREELEY CO | 82 | $12.1M | $47K |
