Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 162 U.S. retirement plans report holding DFA US Targeted Val Port Inst in their Schedule of Assets, totaling $55.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SQUIRE & COMPANY, PC SQUIRE & COMPANY 401(K) PROFIT SHARING PLAN | OREM UT | 185 | $40.3M | $12.3M |
| 2 | KINGSPAN LIGHT & AIR, LLC KINGSPAN LIGHT & AIR 401(K) PLAN | LAKE FOREST IL | 419 | $30.6M | $2.1M |
| 3 | CORPORATE FINANCE GROUP, INC. CFGI 401(K) PLAN |
BOSTON MA |
| 902 |
| $104.6M |
| $1.8M |
| 4 | VAN ACKER CONSTRUCTION ASSOCIATE VAN ACKER CONSTRUCTION 401(K) PROFIT SHARING PLAN | MILL VALLEY CA | 76 | $25.6M | $1.8M |
| 5 | AUTOCAR, LLC AUTOCAR, LLC RETIREMENT SAVINGS PLAN | HAGERSTOWN IN | 719 | $37.4M | $1.7M |
| 6 | FRESNO TRUCK CENTER FRESNO TRUCK CENTER 401(K) PLAN | FRESNO CA | 675 | $27.3M | $1.4M |
| 7 | PCE PARAGON SOLUTIONS USA, INC. FOXCONN INDUSTRIAL INTERNET / PCE PARAGON SOLUTIONS 401(K) | HOUSTON TX | 1,190 | $47.7M | $1.4M |
| 8 | MIDWAY ARMS, INC. MIDWAY ARMS, INC. 401(K) RETIREMENT SAVINGS PLAN | COLUMBIA MO | 298 | $48.3M | $1.4M |
| 9 | TUNGSTEN AUTOMATION CORPORATION TUNGSTEN AUTOMATION 401(K) SALARY SAVINGS PLAN | IRVINE CA | 465 | $143.1M | $1.4M |
| 10 | THE VERTEX COMPANIES, LLC THE VERTEX COMPANIES, LLC 401K PLAN | WEYMOUTH MA | 588 | $117.7M | $1.3M |
