Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Dfa Us Trgt Val Inst in their Schedule of Assets, totaling $498K 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 | MCCARL'S LLC MCCARL'S RETIREMENT SAVINGS PLAN | BEAVER FALLS PA | 138 | $12.5M | $232K |
| 2 | VALUEMOMENTUM, INC. VALUEMOMENTUM 401(K) PLAN | PISCATAWAY NJ | 626 | $42.6M | $217K |
| 3 | THOMPSON PUMP AND MANUFACTURING CO. THOMPSON PUMP PROFIT SHARING AND 401(K) PLAN |
PORT ORANGE FL |
| 114 |
| $15.2M |
| $23K |
| 4 | PLANESENSE, INC. PLANESENSE, INC. 401(K) PLAN | PORTSMOUTH NH | 566 | $36.2M | $18K |
| 5 | GREAT LAKES FOOT & ANKLE INSTITUTE, PC BEYOND PODIATRY 401(K) PLAN | CHESTERFIELD MI | 252 | $15.1M | $4K |
| 6 | RIDGLEA COUNTRY CLUB RIDGLEA COUNTRY CLUB RETIREMENT PLAN | FORT WORTH TX | 157 | $3.4M | $2K |
| 7 | RUBBERLITE, INC. RUBBERLITE, INC. 401(K)PROFIT SHARING RETIREMENT PLAN | HUNTINGTON WV | 152 | $25.3M | $2K |
