Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding DFA US Targeted Vl Port Ins Mutual fund - in their Schedule of Assets, totaling $2.0M 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 | ADVANTAGECARE REHABILITATION, INC. ADVANTAGECARE REHABILITATION, INC. 401(K) PLAN | PITTSBURGH PA | 688 | $10.4M | $508K |
| 2 | KOFILE, INC. KOFILE, INC. 401(K) PLAN | DALLAS TX | 649 | $14.3M | $265K |
| 3 | TOLUNA USA, INC TOLUNA USA, INC. 401K PLAN |
NORWALK CT |
| 83 |
| $15.4M |
| $240K |
| 4 | ARBURG, INC. ARBURG, INC. 401(K) SAVINGS PLAN | ROCKY HILL CT | 111 | $16.3M | $206K |
| 5 | POSTLER & JAECKLE CORP. POSTLER & JAECKLE CORP. 401(K) PLAN | ROCHESTER NY | 122 | $36.3M | $144K |
| 6 | ROTTLER PEST CONTROL COMPANY ROTTLER PEST CONTROL COMPANY 401K PLAN | CHARLACK MO | 216 | $12.5M | $135K |
| 7 | MINEBEA-ACCESSSOLUTIONS USA INC. MINEBEA-ACCESSSOLUTIONS USA INC. 401(K) PLAN | BREMEN GA | 606 | $20.8M | $132K |
| 8 | EVERGREEN RECYCLING, LLC EVERGREEN RECYCLING, LLC 401(K) PLAN | HOUSTON TX | 358 | $7.1M | $129K |
| 9 | ALPHA Q, INC. ALPHA Q, INC. 401(K) PLAN | COLCHESTER CT | 191 | $16.0M | $76K |
| 10 | SEDERA, INC. SEDERA 401K PLAN | AUSTIN TX | 0 | $3.2M | $49K |
