Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 89 U.S. retirement plans report holding Dfa Us Targeted Vl Port Ins Registered Investment Company in their Schedule of Assets, totaling $31.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NETHERLAND, SEWELL & ASSOCIATES, NETHERLAND, SEWELL & ASSOCIATES, INC. 401K PLAN | DALLAS TX | 128 | $100.0M | $4.4M |
| 2 | CENTRAL PENINSULA HOSPITAL CENTRAL PENINSULA HOSPITAL RETIREMENT PLAN | SOLDOTNA AK | 1,231 | $113.0M | $2.4M |
| 3 | THE PICTSWEET COMPANY |
BELLS TN |
| 1,138 |
| $41.7M |
| $2.2M |
| 4 | PENN ENGINEERING & MANUFACTURING PENN ENGINEERING 401(K) PLAN | DANBORO PA | 900 | $164.1M | $1.6M |
| 5 | SAGE PUBLICATIONS, INC. SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN | THOUSAND OAKS CA | 718 | $149.8M | $1.6M |
| 6 | OLAM AMERICAS, INC. OLAM AMERICA EMPLOYEE SAVINGS PLAN | FRESNO CA | 2,774 | $175.6M | $1.5M |
| 7 | VALTIR, LLC VALTIR 401(K) PLAN | ADDISON TX | 638 | $68.2M | $1.4M |
| 8 | RESOLUTION LIFE SERVICES US INC. RESOLUTION LIFE SERVICES (US) 401(K) PLAN | WEST CHESTER PA | 517 | $77.6M | $1.2M |
| 9 | BRUNSWICK AUTO MART, INC. BRUNSWICK AUTO MART, INC. 401(K) PLAN | BRUNSWICK OH | 421 | $32.8M | $1.1M |
| 10 | ION FINANCIAL, MHC ION FINANCIAL, MHC 401K PLAN | NAUGATUCK CT | 349 | $50.8M | $821K |
