Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding DFA US Targeted Vl Port Ins * in their Schedule of Assets, totaling $4.4M 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 | NB VENTURES, INC. NB VENTURES, INC. 401(K) PLAN | CLARK NJ | 481 | $63.2M | $722K |
| 2 | VALLEY TELEPHONE COOPERATIVE, INC. VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN | RAYMONDVILLE TX | 119 | $17.9M | $718K |
| 3 | MERITRUST FEDERAL CREDIT UNION MERITRUST CREDIT UNION 401(K) PLAN |
WICHITA KS |
| 333 |
| $37.0M |
| $530K |
| 4 | LNS AMERICA, INC. LNS NORTH AMERICA 401(K) PLAN | CINCINNATI OH | 286 | $25.6M | $404K |
| 5 | ORORA VISUAL, LLC ORORA VISUAL RETIREMENT SAVINGS PLAN | MESQUITE TX | 508 | $32.1M | $386K |
| 6 | NETRIX, LLC NETRIX, LLC 401(K) PLAN & TRUST | BANNOCKBURN IL | 341 | $45.5M | $373K |
| 7 | FLEXION, INC. FLEXION, INC. 401(K) PROFIT SHARING PLAN | MADISON WI | 250 | $16.4M | $272K |
| 8 | LIGHTHOUSE HR SERVICES, LLC LIGHTHOUSE HR SERVICES,LLC 401(K) PLAN | TAMPA FL | 260 | $14.6M | $155K |
| 9 | TITUS-WILL TITUS-WILL RETIREMENT SAVINGS PLAN | TACOMA WA | 512 | $37.1M | $137K |
| 10 | RESCUE AGENCY PUBLIC BENEFIT, LLC RESCUE AGENCY PUBLIC BENEFIT, LLC 401(K) PLAN | SAN DIEGO CA | 215 | $13.1M | $122K |
