Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 107 U.S. retirement plans report holding Dfa Us Targeted Vl Port Ins Registered Investment Company in their Schedule of Assets, totaling $45.8M 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 | NATIONAL DCP, LLC NATIONAL DCP 401(K) PROFIT SHARING PLAN AND TRUST | DULUTH GA | 1,772 | $117.8M | $6.1M |
| 2 | NETHERLAND, SEWELL & ASSOCIATES, NETHERLAND, SEWELL & ASSOCIATES, INC. 401K PLAN | DALLAS TX | 128 | $100.0M | $4.4M |
| 3 | CENTRAL PENINSULA HOSPITAL |
SOLDOTNA AK |
| 1,231 |
| $113.0M |
| $2.4M |
| 4 | THE PICTSWEET COMPANY THE PICTSWEET COMPANY 401(K) RETIREMENT PLAN | BELLS TN | 1,138 | $41.7M | $2.2M |
| 5 | BRAINLAB, INC. BRAINLAB, INC. 401(K) PLAN | WESTCHESTER IL | 423 | $76.4M | $2.1M |
| 6 | PENN ENGINEERING & MANUFACTURING PENN ENGINEERING 401(K) PLAN | DANBORO PA | 900 | $164.1M | $1.6M |
| 7 | SAGE PUBLICATIONS, INC. SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN | THOUSAND OAKS CA | 718 | $149.8M | $1.6M |
| 8 | OLAM AMERICAS, INC. OLAM AMERICA EMPLOYEE SAVINGS PLAN | FRESNO CA | 2,774 | $175.6M | $1.5M |
| 9 | VALTIR, LLC VALTIR 401(K) PLAN | ADDISON TX | 638 | $68.2M | $1.4M |
| 10 | AVL MICHIGAN HOLDING CORPORATION AVL NORTH AMERICA, INC. 401(K) PLAN | PLYMOUTH MI | 505 | $152.0M | $1.4M |
