Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA US Targeted Vl Port Ins Pooled separate accounts in their Schedule of Assets, totaling $1.4M 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 | HARBORSTONE CREDIT UNION HARBORSTONE CREDIT UNION EMPLOYEE RETIREMENT SAVINGS PLAN | TACOMA WA | 301 | $54.2M | $587K |
| 2 | TARTE, INC. TARTE, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 298 | $22.5M | $577K |
| 3 | SOUTHEAST ORTHOPEDIC SPECIALISTS, LLC SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN AND TRUST |
JACKSONVILLE FL |
| 148 |
| $25.4M |
| $156K |
| 4 | RECYCLING MANAGEMENT RESOURCES, LLC RECYCLING MANAGEMENT RESOURCES, LLC 401(K) PLAN | PARSIPPANY NJ | 276 | $13.9M | $22K |
| 5 | MCDONNELL AND MCMAHON PEDIATRIC DENTISTRY, PLLC SMILE LODGE RETIREMENT PLAN | CLIFTON PARK NY | 125 | $6.6M | $11K |
| 6 | OLAM WEST COAST, INC. OLAM AMERICAS - HANFORD HOURLY UNION EMPLOYEE | FRESNO CA | 33 | $2.4M | $2K |
