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 Registered Investment Company in their Schedule of Assets, totaling $3.5M 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 | WASHINGTON EMERGENCY CARE PHYSICIANS, INC., P.S. WASHINGTON EMERGENCY CARE PHYSICIANS 401(K) PROFIT SHARING PLAN | TACOMA WA | 216 | $52.3M | $1.4M |
| 2 | SEATTLE INDIAN HEALTH BOARD SEATTLE INDIAN HEALTH BOARD 401(K) PLAN | SEATTLE WA | 220 | $14.1M | $1.0M |
| 3 | PLYMOUTH POULTRY COMPANY |
AUBURN WA |
| 262 |
| $22.5M |
| $829K |
| 4 | SCHUCHART CORPORATION SCHUCHART CORPORATION 401(K) PLAN | SEATTLE WA | 77 | $17.3M | $203K |
| 5 | CORE ELECTRIC COOPERATIVE CORE ELECTRIC COOPERATIVE 401(K) PLAN | SEDALIA CO | 296 | $39.7M | $90K |
