Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA US Targeted Value Port Instl in their Schedule of Assets, totaling $1.9M 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 | SOUTH CENTRAL BANK, INC. SOUTH CENTRAL BANK 401(K) PLAN | GLASGOW KY | 273 | $18.6M | $860K |
| 2 | BOUNTEOUS, INC. BOUNTEOUS, INC. 401(K) PROFIT SHARING PLAN | WHEATON IL | 613 | $67.2M | $499K |
| 3 | DUKANE PRECAST, INC. DPI/NAP ET. AL. MULTIPLE EMPLOYER 401(K) PLAN |
NAPERVILLE IL |
| 169 |
| $14.6M |
| $221K |
| 4 | THE KING'S ACADEMY THE KING'S ACADEMY 403(B) RETIREMENT PLAN | SUNNYVALE CA | 264 | $17.3M | $166K |
| 5 | MIDWEST TRANSIT EQUIPMENT, INC. MIDWEST TRANSIT EQUIPMENT, INC. PROFIT SHARING 401(K) PLAN AND TRUST | KANKAKEE IL | 243 | $27.0M | $152K |
| 6 | ANESTHESIOLOGY SERVICES NETWORK, LTD. ANESTHESIOLOGY SERVICES NETWORK, LTD. CASH BALANCE PLAN | DAYTON OH | 137 | $3.8M | $28K |
