Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Minnesota Life DFA U.S. targeted value port in their Schedule of Assets, totaling $2.2M 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 | BELLCO CREDIT UNION BELLCO CREDIT UNION 401(K) SALARY REDUCTION PLAN | GREENWOOD VILLAGE CO | 353 | $49.8M | $2.2M |
| 2 | SDI SERVICES LLC SDI SERVICES LLC 401(K) PLAN | SCOTTSDALE AZ | 639 | $44.7M | $59K |
