Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dfa Us Targeted Val Port Inst Mutual Fund in their Schedule of Assets, totaling $604K 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 | CENTER FOR EARLY EDUCATION CENTER FOR EARLY EDUCATION DC RETIREMENT PLAN | WEST HOLLYWOOD CA | 128 | $45.5M | $248K |
| 2 | BARRIER TECHNOLOGIES, LLC BARRIER TECHNOLOGIES RETIREMENT SAVINGS PLAN | LENEXA KS | 197 | $5.8M | $229K |
| 3 | PROLOG, INC. PROLOG, INC. 401(K) PLAN |
VIRGINIA BEACH VA |
| 183 |
| $5.4M |
| $75K |
| 4 | HUGGINS HOSPITAL HUGGINS HOSPITAL RETIREMENT SAVINGS PLAN | WOLFEBORO NH | 601 | $34.2M | $31K |
| 5 | ANCHOR POINT MANAGEMENT GROUP, LLC ANCHOR POINT MANAGEMENT GROUP EMPLOYEE BENEFIT PLAN | VANCOUVER WA | 9,415 | $22.4M | $21K |
