Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Portfolio DFA U.S. Targeted Value Portfolio N/R in their Schedule of Assets, totaling $208K 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 | INDEPENDENCE REALTY OPERATING PARTNERSHIP, LP INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN | PHILADELPHIA PA | 865 | $30.2M | $208K |
