Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional DFA U.S. Targeted Value Portfolio Institutional Class # in their Schedule of Assets, totaling $6.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SUPERIOR ENERGY SERVICES, INC. SUPERIOR ENERGY 401(K) PLAN | HOUSTON TX | 996 | $202.3M | $6.6M |
| 2 | SIKORSKY FINANCIAL CREDIT UNION SIKORSKY FINANCIAL CREDIT UNION 401(K) SAVINGS PLAN | STRATFORD CT | 138 | $24.6M | $128K |
