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 Institutional Class Mutual fund in their Schedule of Assets, totaling $404K 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 | WILSON & MUIR BANCORP, INC. WILSON & MUIR BANCORP, INC. 401(K) & PROFIT SHARING PLAN | BARDSTOWN KY | 144 | $23.1M | $250K |
| 2 | AVIATION SECURITY MANAGEMENT, LLC AVIATION SECURITY MANAGEMENT, LLC 401(K) PLAN | DUMFRIES VA | 254 | $6.5M | $147K |
| 3 | PCE INC PCE INC 401(K) PLAN |
LINCOLN NE |
| 98 |
| $19.4M |
| $8K |
