Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Registered Investment Companies DFA DFA US Targeted Val Port Inst in their Schedule of Assets, totaling $27.7M 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 | LONG ISLAND UNIVERSITY LONG ISLAND UNIVERSITY RETIREMENT PLAN | BROOKVILLE NY | 1,936 | $1.0B | $14.4M |
| 2 | LONG ISLAND UNIVERSITY LONG ISLAND UNIVERSITY RETIREMENT PLAN | BROOKVILLE NY | 1,915 | $1.1B | $13.3M |
