Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Minnesota Life DFA US Targeted Value Port in their Schedule of Assets, totaling $946K 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 | DOHERTY CONSULTING, INC DOHERTY CONSULTING, INC RETIREMENT SAVINGS PLAN | EDINA MN | 550 | $8.5M | $545K |
| 2 | MIDLAND SAVINGS MIDLAND SAVINGS AND RETIREMENT PLAN | LOUISVILLE KY | 373 | $18.0M | $386K |
| 3 | NOTRE DAME SCHOOL OF MILWAUKEE NOTRE DAME SCHOOL OF MILWAUKEE 401(K) PLAN |
MILWAUKEE WI |
| 101 |
| $4.3M |
| $15K |
