Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA US Targeted Val Port Inst Mutual funds in their Schedule of Assets, totaling $436K 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 | ASBURY THEOLOGICAL SEMINARY ASBURY THEOLOGICAL SEMINARY 403(B) DC PLAN | WILMORE KY | 219 | $46.7M | $256K |
| 2 | KEYS FAMILY DAY SCHOOL KEYS SCHOOL DC PLAN | PALO ALTO CA | 78 | $19.2M | $110K |
| 3 | CHURCH WORLD SERVICE INC. CHURCH WORLD SERVICE RETIREMENT PLAN |
ELKHART IN |
| 1,171 |
| $45.1M |
| $69K |
