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 Registered Investment Co in their Schedule of Assets, totaling $732K 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 | ARMSTRONG RELOCATION & COMPANIES, LLC ARMSTRONG RELOCATION & COMPANIES, LLC 401(K) PLAN | MEMPHIS TN | 813 | $59.3M | $660K |
| 2 | OTTERSTEDT INSURANCE AGENCY, INC. OTTERSTEDT AGENCY 401(K) PLAN | ENGLEWOOD CLIFFS NJ | 115 | $12.7M | $71K |
