Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Minnesota Life Insurance Company DFA US Targeted Value Port in their Schedule of Assets, totaling $233K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CKMC ENTERPRISES, LTD. CKMC 401K PLAN | NORTH RICHLAND HILLS TX | 215 | $3.7M | $204K |
| 2 | AL COPELAND INVESTMENTS, L.L.C. AL COPELAND INVESTMENTS, L. L. C. 401(K) PLAN | METAIRIE LA | 464 | $13.3M | $22K |
| 3 | SANA HEALTHCARE CARROLLTON, LLC CARROLLTON REGIONAL MEDICAL CENTER 401(K) PLAN |
CARROLLTON TX |
| 545 |
| $10.2M |
| $7K |
