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; Institutional Class in their Schedule of Assets, totaling $21.8M 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 | OWENSBORO HEALTH, INC. OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN | OWENSBORO KY | 3,740 | $205.2M | $10.2M |
| 2 | OWENSBORO HEALTH, INC. OWENSBORO HEALTH 403(B) MATCH PLAN | OWENSBORO KY | 862 | $129.3M | $6.2M |
| 3 | ACS TECHNOLOGIES GROUP, INC. ACS TECHNOLOGIES GROUP, INC. 401(K) PLAN |
FLORENCE SC |
| 366 |
| $61.3M |
| $2.4M |
| 4 | BIRLASOFT SOLUTIONS, INC. BIRLASOFT 401(K) RETIREMENT SAVINGS PLAN | EDISON NJ | 774 | $57.0M | $1.1M |
| 5 | SCHRODINGER, INC. SCHRODINGER, INC. 401(K) PROFIT SHARING PLAN & TRUST | PORTLAND OR | 652 | $134.5M | $1.0M |
| 6 | PETE'S TIRE BARN, INC. PETE'S TIRE BARNS, INC. 401(K) PLAN | ORANGE MA | 337 | $12.7M | $419K |
| 7 | COMMUNITY ACTION PARTNERSHIP OF KERN COMMUNITY ACTION PARTNERSHIP OF KERN 401(A) PLAN | BAKERSFIELD CA | 732 | $26.0M | $209K |
| 8 | UNITED HELPERS, INC. UNITED HELPERS 401(K) RETIREMENT PLAN | OGDENSBURG NY | 478 | $9.0M | $134K |
| 9 | DALLAS BASKETBALL LIMITED D.B.A. DALLAS MAVERICKS DALLAS BASKETBALL LIMITED 401(K) PLAN | DALLAS TX | 447 | $40.4M | $8K |
