Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding DFA US Targeted Value Port Mutual fund in their Schedule of Assets, totaling $686K 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 | GROUNDSPEAK, INC. GROUNDSPEAK, INC. 401K PLAN | SEATTLE WA | 89 | $16.9M | $245K |
| 2 | H. N. FUNKHOUSER & CO. H. N. FUNKHOUSER & CO. 401(K) PLAN | WINCHESTER VA | 242 | $6.2M | $131K |
| 3 | SEACAST, INC. SEACAST, INC. 401(K) AND PROFIT SHARING PLAN |
MARYSVILLE WA |
| 515 |
| $20.0M |
| $107K |
| 4 | COUNCIL ON AGING OF SOUTHWESTERN OHIO, INC. COUNCIL ON AGING OF SOUTHWESTERN OHIO, INC. RETIREMENT PLAN | BLUE ASH OH | 285 | $18.8M | $74K |
| 5 | UNION MUTUAL FIRE INSURANCE COMPANY UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST | MONTPELIER VT | 100 | $38.0M | $50K |
| 6 | INTERNATIONAL FALLS MEMORIAL HOSPITAL ASSOCIATION RAINY LAKE MEDICAL CENTER 401(K) RETIREMENT PLAN | INTERNATIONAL FALLS MN | 214 | $14.1M | $43K |
| 7 | DEVCO MANAGEMENT COMPANY, LLC DEVCO RESIDENTIAL GROUP 401(K) PLAN | BELLEVUE WA | 374 | $12.9M | $15K |
| 8 | LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN | PANAMA CITY FL | 238 | $4.0M | $10K |
| 9 | ALLIANCE FOR NONPROFIT RESOURCES ALLIANCE FOR NONPROFIT RESOURCES 403(B) PLAN | BUTLER PA | 481 | $4.6M | $4K |
| 10 | ST. THOMAS SCHOOL ST. THOMAS SCHOOL DC RETIREMENT PLAN | MEDINA WA | 103 | $19.7M | $4K |
