Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA US Target Value # in their Schedule of Assets, totaling $18.5M 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 | REINHART BOERNER VAN DEUREN, S.C. REINHART BOERNER VAN DEUREN, S.C. 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 349 | $308.4M | $17.3M |
| 2 | KILROY REALTY CORPORATION KILROY REALTY CORPORATION 401(K) PLAN | LOS ANGELES CA | 241 | $81.6M | $787K |
| 3 | OAK VIEW GROUP, LLC OAK VIEW GROUP 401(K) PLAN |
PHILADELPHIA PA |
| 49,999 |
| $176.1M |
| $315K |
| 4 | J. TAYLOR & ASSOCIATES, LLC J. TAYLOR & ASSOCIATES, LLC 401(K) PLAN | FORT WORTH TX | 135 | $15.4M | $53K |
| 5 | OAK VIEW GROUP LLC OAK VIEW GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST | DENVER CO | 1 | $10.6M | $9K |
| 6 | CENTRAL MISSOURI COMMUNITY ACTION CENTRAL MISSOURI COMMUNITY ACTION ER 403(B) PLAN | COLUMBIA MO | 213 | $5.9M | $6K |
| 7 | DIBUDUO & DEFENDIS DIBUDUO & DEFENDIS 401(K) PROFIT SHARING PLAN | FRESNO CA | 248 | $20.0M | $156 |
