Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA US Targeted Value Port Inst Mutual fund in their Schedule of Assets, totaling $161K 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 | OAKLAND MUSEUM OF CALIFORNIA OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN | OAKLAND CA | 115 | $13.5M | $110K |
| 2 | GULF COAST COMMUNITY SERVICES ASSOCIATION, INC. GULF COAST COMMUNITY SERVICES ASSOCIATION 401(K) PLAN | HOUSTON TX | 299 | $12.5M | $51K |
