Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA US Targeted Value Portfolio Fund " in their Schedule of Assets, totaling $2.7M 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 | M. E. FIELDS, INC. FIELDS PROFIT SHARING AND SAVINGS PLAN | NORTHFIELD IL | 2,087 | $95.1M | $2.2M |
| 2 | BURNS WHITE LLC BURNS WHITE PROFIT SHARING PLAN | PITTSBURGH PA | 221 | $58.4M | $259K |
| 3 | LEEPFROG TECHNOLOGIES, INC. LEEPFROG TECHNOLOGIES, INC. 401(K) PLAN |
CORALVILLE IA |
| 139 |
| $13.9M |
| $102K |
| 4 | NEW ENGLAND AQUARIUM NEW ENGLAND AQUARIUM 403(B) RETIREMENT PLAN | BOSTON MA | 290 | $10.1M | $56K |
| 5 | RECODE THERAPEUTICS, INC. RECODE THERAPEUTICS 401(K) PLAN | MENLO PARK CA | 94 | $9.0M | $23K |
| 6 | LD PRODUCTS, INC. LD PRODUCTS, INC. 401(K) PLAN | LONG BEACH CA | 40 | $6.9M | $20K |
| 7 | LAGUNA BLANCA SCHOOL LAGUNA BLANCA SCHOOL DC RETIREMENT PLAN | SANTA BARBARA CA | 225 | $17.3M | $13K |
| 8 | HYOSUNG HICO, LTD HYOSUNG HICO LTD 401(K) PLAN | MEMPHIS TN | 363 | $5.8M | $10K |
| 9 | VELOCITY OUTDOOR INC. VELOCITY OUTDOOR INC. RETIREMENT INCENTIVE SAVINGS PLAN | ROCHESTER NY | 125 | $16.8M | $5K |
