Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA US Targeted Vl Port Ins Mutual Fund n/a in their Schedule of Assets, totaling $201K 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 | INSULATION SPECIALISTS OF TULSA INC ISTI PLANT SERVICES 401(K) RETIREMENT PLAN | TULSA OK | 927 | $13.2M | $114K |
| 2 | RAINTREE SYSTEMS, INC. RAINTREE SYSTEMS, INC. 401(K) | TEMECULA CA | 186 | $9.8M | $87K |
