Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Dfa Us Targeted Value Portfolio Mutual fund - in their Schedule of Assets, totaling $118.2M 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 | 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 | FOSSIL GROUP INC. FOSSIL GROUP, INC. SAVINGS AND RETIREMENT PLAN | RICHARDSON TX | 1,799 | $120.6M | $4.4M |
| 7 | ALLEN INSTITUTE ALLEN INSTITUTE 401(K) PLAN | SEATTLE WA | 952 | $149.8M | $3.2M |
| 8 | COGNEX CORPORATION COGNEX CORPORATION EMPLOYEE SAVINGS PLAN | NATICK MA | 981 | $259.7M | $1.9M |
| 9 | PRIMED MANAGEMENT CONSULTING SERVICES, INC. PRIMED MANAGEMENT CONSULTING SERVICES, INC. 401(K) PLAN | SAN RAMON CA | 672 | $148.6M | $1.1M |
| 10 | VISIONIST, INC VISIONIST, INC. 401(K) PLAN | COLUMBIA MD | 153 | $50.1M | $981K |
