Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Us Targeted Value Portfolio Instl - in their Schedule of Assets, totaling $3.3M 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 | CASCADE UTILITIES, INC. CASCADE UTILITIES, INC. AND AFFILIATED COMPANIES SALARY SAVINGS PLAN | ESTACADA OR | 612 | $35.9M | $1.8M |
| 2 | NATIONAL WINE & SPIRITS, INC. RNDC HOURLY WAREHOUSEMEN & DRIVERS PENSION PLAN | INDIANAPOLIS IN | 274 | $33.9M | $1.5M |
