Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA US Targeted VI Port Ins Registered Investment Company in their Schedule of Assets, totaling $1.2M 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 | MCCOY CORPORATION MCCOY 401(K) RETIREMENT SAVINGS PLAN | SAN MARCOS TX | 2,624 | $98.2M | $1.2M |
| 2 | FINANCIAL DESIGNS, INC. FINANCIAL DESIGNS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NOVI MI | 192 | $7.3M | $43K |
| 3 | KOURY ENGINEERING AND TESTING KOURY ENGINEERING AND TESTING 401(K) PROFIT SHARING PLAN AND TRUST |
CHINO CA |
| 94 |
| $3.5M |
| $2K |
