Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA US Targeted Value Portfolio Institutional " in their Schedule of Assets, totaling $454K 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 | SEGAL ADVISORS, INC. FIXED INCOME GROUP TRUST (A FUND WITHIN THE MARCO CONSULTING GROUP TRUST I) | CHICAGO IL | — | $811.1M | $226K |
| 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 | ALLIANCE AVIATION GROUP LLC ALLIANCE AVIATION GROUP 401(K) PLAN | OCOEE FL | 153 | $2.2M | $2K |
