Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA US Targeted Value Pooled separate account in their Schedule of Assets, totaling $686K 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 | KENNEBEC BEHAVIORAL HEALTH KENNEBEC BEHAVIORAL HEALTH 403(B) PLAN | WATERVILLE ME | 488 | $22.8M | $382K |
| 2 | HARDIN COUNTY GENERAL HOSPITAL HARDIN COUNTY GENERAL HOSPITAL TAX DEFERRED ANNUITY PLAN | ROSICLARE IL | 150 | $5.3M | $108K |
| 3 | IONQ, INC. IONQ 401(K) PLAN |
COLLEGE PARK MD |
| 376 |
| $24.8M |
| $93K |
| 4 | HARDIN COUNTY GENERAL HOSPITAL HARDIN COUNTY GENERAL HOSPITAL EMPLOYEES PENSION PLAN | ROSICLARE IL | 133 | $4.8M | $70K |
| 5 | GARGIULO, INC. GARGIULO, INC. SAVINGS AND INVESTMENT PLAN | NAPLES FL | 320 | $7.3M | $26K |
| 6 | ICC, INC. ICC, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 161 | $11.4M | $4K |
| 7 | GOODWILL OF THE OLYMPICS AND RAINIER REGION GOODWILL OF THE OLYMPICS AND RAINIER REGION 401(K) PLAN | TACOMA WA | 1,177 | $3.4M | $2K |
