Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA US Targeted Value Port Inst - in their Schedule of Assets, totaling $2.8M 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 | UNIVERSITY HEALTH PHYSICIANS UNIVERSITY HEALTH PHYSICIANS 403(B) RETIREMENT PLAN | KANSAS CITY MO | 388 | $253.9M | $2.3M |
| 2 | LITTLE RED SCHOOL HOUSE LREI RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 183 | $57.4M | $302K |
| 3 | NETWORK CABLING INFRASTRUCTURES, LLC |
DULUTH GA |
| 146 |
| $7.5M |
| $143K |
| 4 | KENTS HILL SCHOOL KENTS HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | KENTS HILL ME | 89 | $17.4M | $49K |
| 5 | HERITAGE FINANCIAL GROUP, INC. HERITAGE FINANCIAL GROUP, INC. 401(K) PLAN AND TRUST | ELKHART IN | 93 | $20.5M | $11K |
