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 Mutual Fund in their Schedule of Assets, totaling $2.0M 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 | CYDECOR, INC. CYDECOR, INC. 401(K) PLAN | ARLINGTON VA | 550 | $101.1M | $636K |
| 2 | MAYFAIR ENTERPRISES MAYFAIR ENTERPRISES, LLC 401(K) PLAN | CLEVELAND OH | 934 | $35.6M | $628K |
| 3 | MARLBOROUGH SCHOOL MARLBOROUGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
LOS ANGELES CA |
| 146 |
| $59.6M |
| $573K |
| 4 | RADIOLOGY OF INDIANA, P.C. RADIOLOGY OF INDIANA, P.C. 401(K) PLAN | INDIANAPOLIS IN | 203 | $84.5M | $103K |
| 5 | EHOB, INC. EHOB CORPORATION 401(K) PLAN | INDIANAPOLIS IN | 286 | $15.4M | $40K |
| 6 | GEORGE J. IGEL & CO., INC. GEORGE J. IGEL & CO., INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 124 | $36.0M | $38K |
| 7 | HELIX TRAFFIC SOLUTIONS, LLC HELIX TRAFFIC SOLUTIONS 401(K) PLAN | MURFREESBORO TN | 2,386 | $16.5M | $14K |
