Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Dimensional Fund Advisors DFA U.S. Targeted Value Port Inst in their Schedule of Assets, totaling $1.8M 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 | INDECK ENERGY SERVICES, INC. INDECK ENERGY SERVICES, INC. AND AFFILIATED EMPLOYERS 401(K) PLAN | BUFFALO GROVE IL | 150 | $34.0M | $884K |
| 2 | RURAL HEALTH SERVICES CONSORTIUM IN RURAL HEALTH SERVICES CONSORTIUM, INC. 401(K) PLAN | ROGERSVILLE TN | 236 | $21.9M | $633K |
| 3 | REVALIZE SOFTWARE, INC. |
JACKSONVILLE FL |
| 244 |
| $20.5M |
| $102K |
| 4 | REVALIZE SOFTWARE, INC. REVALIZE, INC. 401(K) PLAN | JACKSONVILLE FL | 216 | $25.9M | $100K |
| 5 | C.H. FENSTERMAKER & ASSOCIATES, L.L.C. C.H. FENSTERMAKER & ASSOCIATES PROFIT SHARING 401K PLAN | LAFAYETTE LA | 206 | $24.3M | $77K |
| 6 | 24G, LLC 24G 401(K) PLAN | TROY MI | 72 | $3.5M | $23K |
