Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Dimensional Fund Advisors Dfa Us Targeted Vl Port Ins in their Schedule of Assets, totaling $2.5M 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 | PINNACLE FINANCIAL CORPORATION PINNACLE FINANCIAL CORPORATION 401(K) PLAN | ELBERTON GA | 329 | $29.5M | $1.1M |
| 2 | SIGNAL MANAGEMENT SERVICES, LLC SIGNAL MUTUAL 401(K) PLAN | WILTON CT | 146 | $24.0M | $608K |
| 3 | RICHARDS MANUFACTURING CO. RICHARDS MANUFACTURING 401(K) PLAN |
IRVINGTON NJ |
| 326 |
| $65.1M |
| $223K |
| 4 | RICHARDS MFG CO SALES LLC RICHARDS MANUFACTURING 401(K) PLAN | IRVINGTON NJ | 349 | $75.1M | $167K |
| 5 | MERLO CONSTRUCTION COMPANY, INC. MERLO CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MILFORD MI | 144 | $5.7M | $116K |
| 6 | STRATEGIC MANAGEMENT SOLUTIONS, LLC STRATEGIC MANAGEMENT SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 296 | $25.5M | $103K |
| 7 | PRESCO POLYMERS OPCO, INC. TRIDENT SOLUTIONS, INC. 401(K) RETIREMENT PLAN | PLANO TX | 337 | $18.9M | $72K |
| 8 | ROSENBERGER USA CORP ROSENBERGER USA CORP 401(K) PLAN | AKRON PA | 201 | $13.7M | $64K |
| 9 | WAHOO FITNESS WAHOO FITNESS RETIREMENT TRUST | ATLANTA GA | 146 | $10.1M | $18K |
| 10 | L.P. INDUSTRIES, INC. L.P. INDUSTRIES, INC. DBA SYKES ACE HARDWARE 401(K) PROFIT SHARING PLAN | MIAMI FL | 83 | $7.8M | $13K |
