Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA US Targeted Value Portfolio N/R in their Schedule of Assets, totaling $2.7M 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 | CLIMATEC, LLC CLIMATEC EMPLOYEE SAVINGS PLAN | PHOENIX AZ | 1,229 | $118.4M | $1.3M |
| 2 | THE SILVER HILL HOSPITAL, INC. 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE SILVER HILL HOSPITAL, | NEW CANAAN CT | 437 | $24.8M | $1.1M |
| 3 | NEW JERSEY HOSPITAL ASSOCIATION NEW JERSEY HOSPITAL ASSOCIATION SALARY DEFERRAL PLAN |
PRINCETON NJ |
| 134 |
| $37.4M |
| $270K |
| 4 | MARTIN'S SNACKS MARTIN'S SNACKS RETIREMENT PLAN | THOMASVILLE PA | 191 | $10.3M | $57K |
| 5 | PRODEHL MANAGEMENT GROUP INC. PRODEHL MANAGEMENT GROUP INC 401(K) PLAN | SHOREWOOD IL | 155 | $5.3M | $20K |
| 6 | THE DELONG CO INC THE DELONG CO INC 401(K) PROFIT SHARING PLAN AND TRUST | CLINTON WI | 399 | $23.2M | $5K |
