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 in their Schedule of Assets, totaling $138.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CITGO PETROLEUM CORPORATION CITGO PETROLEUM CORPORATION DEFINED CONTRIBUTION MASTER TRUST | HOUSTON TX | — | $1.3B | $100.1M |
| 2 | BALL CORPORATION BALL CORPORATION 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | WESTMINSTER CO | 4,616 | $2.3B | $14.7M |
| 3 | FIRST BUSEY CORPORATION |
CHAMPAIGN IL |
| 1,521 |
| $268.2M |
| $3.9M |
| 4 | BEASLEY MEZZANINE HOLDINGS, LLC BEASLEY MEZZANINE HOLDINGS, LLC 401(K) PLAN | NAPLES FL | 832 | $116.2M | $3.2M |
| 5 | IP CORPORATION IP CORPORATION 401(K) PLAN | ST. PAUL MN | 644 | $115.7M | $3.1M |
| 6 | JUMP OPERATIONS, LLC JUMP OPERATIONS, LLC EMPLOYEE 401(K) PLAN | CHICAGO IL | 1,006 | $405.1M | $2.9M |
| 7 | J W ALUMINUM COMPANY J W ALUMINUM COMPANY 401(K) PLAN | MOUNT HOLLY SC | 465 | $53.0M | $1.9M |
| 8 | CENTER FOR ENERGY AND ENVIRONMENT CENTER FOR ENERGY AND ENVIRONMENT 403(B) PLAN | MINNEAPOLIS MN | 248 | $16.1M | $1.0M |
| 9 | CENTER FOR ENERGY AND ENVIRONMENT CENTER FOR ENERGY AND ENVIRONMENT 401(A) PLAN | MINNEAPOLIS MN | 236 | $15.0M | $966K |
| 10 | SAF-HOLLAND, INC. SAF-HOLLAND, INC. 401(K) SAVINGS PLAN | MUSKEGON MI | 644 | $83.4M | $876K |
