Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Dfa us targeted value i Mutual funds in their Schedule of Assets, totaling $18.0M 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 | PRESTIGE EMPLOYEE ADMINISTRATORS, INC. PRESTIGE EMPLOYEE ADMINISTRATORS RETIREMENT SAVINGS PLAN | SUNRISE FL | 10,980 | $558.5M | $5.0M |
| 2 | VIBRANTZ CORPORATION VIBRANTZ 401(K) PLAN | HOUSTON TX | 927 | $253.2M | $4.6M |
| 3 | MARINEMAX, INC. MARINEMAX, INC. 401(K) PROFIT SHARING PLAN |
OLDSMAR FL |
| 2,810 |
| $233.4M |
| $2.6M |
| 4 | LTIMINDTREE LTD LTIMINDTREE LTD 401(K) PLAN | EDISON NJ | 6,335 | $207.1M | $1.1M |
| 5 | HP COMMUNICATIONS, INC. HP COMMUNICATIONS, INC. 401(K) PLAN | CORONA CA | 629 | $40.4M | $968K |
| 6 | ORACLE FINANCIAL SERVICES SOFTWARE, INC. ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN | BRIDGEWATER NJ | 295 | $91.4M | $845K |
| 7 | TRIMETRIX, INC. TRIMETRIX, INC. 401(K) PLAN | ARLINGTON VA | 140 | $11.1M | $462K |
| 8 | VSMPO-TIRUS US VSMPO-TIRUS US 401(K) PROFIT SHARING PLAN | LEETSDALE PA | 69 | $14.2M | $355K |
| 9 | AAK USA INC AAK USA INC 401(K) PROFIT SHARING PLAN & TRUST | EDISON NJ | 510 | $44.3M | $291K |
| 10 | SPACE150 SPACE150 401(K) RETIREMENT PLAN | MINNEAPOLIS MN | 62 | $12.4M | $269K |
