Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA US Targeted Value Portfolio Fund Mutual fund in their Schedule of Assets, totaling $3.0M 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 | WGBH EDUCATIONAL FOUNDATION THE WGBH EDUCATIONAL FOUNDATION RETIREMENT PLAN | BOSTON MA | 896 | $361.3M | $1.7M |
| 2 | ENT MSO, LLC (DBA ELEVATE ENT PARTNERS, LLC) ELEVATE ENT PARTNERS, LLC 401(K) PLAN | MIAMI LAKES FL | 1,662 | $134.1M | $734K |
| 3 | HELIX, INC. DBA HELIX GENOMICS |
SAN MATEO CA |
| 217 |
| $23.0M |
| $151K |
| 4 | HELIX EMPLOYMENT, LLC HELIX 401 (K) PLAN | SAN MATEO CA | 270 | $13.6M | $114K |
| 5 | XENON ARC, INC. XENON ARC, INC. 401(K) RETIREMENT PLAN | BELLEVUE WA | 140 | $7.7M | $95K |
| 6 | WALKER ADVERTISING, LLC WALKER ADVERTISING 401(K) PROFIT SHARING PLAN | TORRANCE CA | 141 | $1.8M | $80K |
| 7 | PROTINGENT, INC. PROTINGENT 401(K) PLAN | BELLEVUE WA | 653 | $14.6M | $79K |
| 8 | MERIWEST CREDIT UNION MERIWEST CREDIT UNION 401K PLAN | SAN JOSE CA | 221 | $37.5M | $11K |
