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 Instl Mutual Fund in their Schedule of Assets, totaling $4.3M 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 | GATEWAY TICKETING SYSTEMS, INC. GATEWAY TICKETING SYSTEMS, INC. 401(K) PLAN | GILBERTSVILLE PA | 128 | $19.6M | $1.9M |
| 2 | QOSINA CORP. QOSINA CORP. 401(K) PLAN | RONKONKOMA NY | 130 | $17.9M | $1.1M |
| 3 | SCHOOL OUTFITTERS, LLC SCHOOL OUTFITTERS, LLC 401(K) RETIREMENT PLAN |
CINCINNATI OH |
| 169 |
| $16.3M |
| $1.1M |
| 4 | MARKSTEIN SALES CO. MARKSTEIN BEVERAGE CO. 401(K) RETIREMENT PLAN | ANTIOCH CA | 175 | $12.1M | $265K |
| 5 | BAY AREA COMMUNITY SERVICES, INC. BAY AREA COMMUNITY SERVICES 403(B) PLAN | OAKLAND CA | 643 | $8.0M | $6K |
