Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA US Targeted Value Portfolio Institutional " in their Schedule of Assets, totaling $669K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRIGADE CAPITAL MANAGEMENT, LP BRIGADE CAPITAL MANAGEMENT, LP INCENTIVE SAVINGS TRUST | NEW YORK NY | 118 | $61.8M | $421K |
| 2 | BOLD PENGUIN, INC. BOLD PENGUIN 401(K) PLAN | DUBLIN OH | 207 | $18.7M | $160K |
| 3 | FOGHORN THERAPEUTICS INC FOGHORN THERAPEUTICS 401(K) PLAN |
CAMBRIDGE MA |
| 113 |
| $12.6M |
| $66K |
| 4 | COLUMBIA ACADEMY, INC. COLUMBIA ACADEMY 403(B) EMPLOYEE SAVINGS AND RETIREMENT PLAN | COLUMBIA TN | 149 | $6.7M | $21K |
| 5 | ALLIANCE AVIATION GROUP LLC ALLIANCE AVIATION GROUP 401(K) PLAN | OCOEE FL | 153 | $2.2M | $2K |
