Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA US Targeted Value l Portfolio Institutional Fund Interest in registered investment companies xx in their Schedule of Assets, totaling $39K 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 | BELLESE TECHNOLOGIES, LLC BELLESE TECHNOLOGIES, LLC 401(K) PLAN | OWINGS MILLS MD | 123 | $7.7M | $39K |
