Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA US Targeted Value Portfolio; Institutional Class in their Schedule of Assets, totaling $5.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ACS TECHNOLOGIES GROUP, INC. ACS TECHNOLOGIES GROUP, INC. 401(K) PLAN | FLORENCE SC | 366 | $61.3M | $2.4M |
| 2 | BIRLASOFT SOLUTIONS, INC. BIRLASOFT 401(K) RETIREMENT SAVINGS PLAN | EDISON NJ | 774 | $57.0M | $1.1M |
| 3 | SCHRODINGER, INC. SCHRODINGER, INC. 401(K) PROFIT SHARING PLAN & TRUST |
PORTLAND OR |
| 652 |
| $134.5M |
| $1.0M |
| 4 | PETE'S TIRE BARN, INC. PETE'S TIRE BARNS, INC. 401(K) PLAN | ORANGE MA | 337 | $12.7M | $419K |
| 5 | COMMUNITY ACTION PARTNERSHIP OF KERN COMMUNITY ACTION PARTNERSHIP OF KERN 401(A) PLAN | BAKERSFIELD CA | 732 | $26.0M | $209K |
| 6 | UNITED HELPERS, INC. UNITED HELPERS 401(K) RETIREMENT PLAN | OGDENSBURG NY | 478 | $9.0M | $134K |
| 7 | DALLAS BASKETBALL LIMITED D.B.A. DALLAS MAVERICKS DALLAS BASKETBALL LIMITED 401(K) PLAN | DALLAS TX | 447 | $40.4M | $8K |
