Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA US Targeted VI Port Ins in their Schedule of Assets, totaling $276K 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 | THE LOVESAC COMPANY THE LOVESAC COMPANY 401(K) PLAN | STAMFORD CT | 1,710 | $24.8M | $88K |
| 2 | KENDRICK OIL COMPANY KENDRICK OIL COMPANY 401(K) PLAN | FRIONA TX | 147 | $7.2M | $86K |
| 3 | PROFESSIONAL RODEO COWBOYS ASSOCIATION, INC. PROFESSIONAL RODEO COWBOYS ASSOCIATION, INC. 401(K) PLAN |
COLORADO SPRINGS CO |
| 93 |
| $4.5M |
| $41K |
| 4 | HARDIN COUNTY REGIONAL HEALTH CENTER, INC. HARDIN COUNTY REGIONAL HEALTH CENTER 403(B) PLAN | SAVANNAH TN | 170 | $11.5M | $30K |
| 5 | CROW WING RECYCLING, INC. CW COMPANIES RETIREMENT PLAN | BRAINERD MN | 187 | $5.0M | $17K |
| 6 | WALTERS RECYCLING AND REFUSE, INC. WALTERS 401(K) PLAN | BLAINE MN | 154 | $8.7M | $14K |
