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 in their Schedule of Assets, totaling $318K 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 | SENECA FAMILY OF AGENCIES SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN | OAKLAND CA | 1,554 | $58.7M | $149K |
| 2 | DENVER RESCUE MISSION DENVER RESCUE MISSION 401 (K) RETIREMENT PLAN | DENVER CO | 291 | $8.7M | $90K |
| 3 | PROACTIVE MD MANAGEMENT SERVICES, LLC |
SIMPSONVILLE SC |
| 435 |
| $8.6M |
| $56K |
| 4 | AI SIGNAL RESEARCH, INC. AI SIGNAL RESEARCH, INC. 401(K) PROFIT SHARING PLAN AND TRUST | HUNTSVILLE AL | 379 | $38.9M | $13K |
| 5 | MANAGEMENT HEALTH SYSTEMS, LLC MANAGEMENT HEALTH SYSTEMS, LLC 401(K) PLAN | SUNRISE FL | 3,274 | $21.7M | $5K |
| 6 | BILL WHITTERS CONSTRUCTION, INC. BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN | SOLON IA | 153 | $6.2M | $5K |
