Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding Dfa Us Targeted Value Portfolio Mutual fund - in their Schedule of Assets, totaling $126.3M 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 | ERNST & YOUNG U.S. LLP ERNST & YOUNG PARTNERSHIP RETIREMENT (HR-10) PLAN | SECAUCUS NJ | 1,424 | $2.5B | $30.2M |
| 2 | ERNST & YOUNG U.S. LLP ERNST & YOUNG DEFINED BENEFIT RETIREMENT PLAN | SECAUCUS NJ | 44,043 | $2.4B | $22.3M |
| 3 | ERNST & YOUNG U.S. LLP ERNST & YOUNG PARTNERSHIP DEFINED BENEFIT RETIREMENT PLAN |
SECAUCUS NJ |
| 3,712 |
| $3.0B |
| $21.8M |
| 4 | REPUBLIC SERVICES, INC. REPUBLIC SERVICES, INC. 401(K) PLAN | PHOENIX AZ | 33,316 | $2.7B | $20.1M |
| 5 | FOLEY HOAG LLP FOLEY HOAG, LLP SAVINGS AND RETIREMENT PLAN | BOSTON MA | 667 | $381.7M | $6.3M |
| 6 | MANAGEMENT SCIENCE ASSOCIATES, INC. MANAGEMENT SCIENCE ASSOCIATES, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | TARENTUM PA | 511 | $170.0M | $6.1M |
| 7 | FOSSIL GROUP INC. FOSSIL GROUP, INC. SAVINGS AND RETIREMENT PLAN | RICHARDSON TX | 1,799 | $120.6M | $4.4M |
| 8 | ALLEN INSTITUTE ALLEN INSTITUTE 401(K) PLAN | SEATTLE WA | 952 | $149.8M | $3.2M |
| 9 | COGNEX CORPORATION COGNEX CORPORATION EMPLOYEE SAVINGS PLAN | NATICK MA | 981 | $259.7M | $1.9M |
| 10 | WINDHAM BRANNON, LLC WINDHAM BRANNON, LLC 401(K) RETIREMENT PLAN | ATLANTA GA | 235 | $44.1M | $1.5M |
