Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA US Targeted Vl Port Ins Mutual funds in their Schedule of Assets, totaling $176K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | REDI-DIRECT MARKETING, INC. REDI-DIRECT MARKETING, INC. 401(K) SAVINGS PLAN | FAIRFIELD NJ | 92 | $21.7M | $145K |
| 2 | C. WILLIAM HETZER, INC. C. WILLIAM HETZER, INC. 401(K) RETIREMENT PLAN | HAGERSTOWN MD | 157 | $10.6M | $29K |
| 3 | LINEA SOLUTIONS, INC. LINEA SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN |
MARINA DEL REY CA |
| 113 |
| $21.3M |
| $2K |
