Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA US Targeted Value Portfolio Fund* Pooled separate account in their Schedule of Assets, totaling $17.0M 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 | POET BIOREFINING LLC POET 401(K) PLAN | SIOUX FALLS SD | 2,397 | $265.7M | $16.9M |
| 2 | KENT INTERNATIONAL, INC. KENT INTERNATIONAL PROFIT SHARING PLAN | FAIRFIELD NJ | 173 | $7.8M | $26K |
| 3 | VALANT MEDICAL SOLUTIONS VALANT MEDICAL SOLUTIONS 401(K) PLAN AND TRUST |
SEATTLE WA |
| 124 |
| $6.7M |
| $22K |
