Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Transamerica Life Insurance Co. DFA U.S. Targeted Value Portfolio in their Schedule of Assets, totaling $61K 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 | WALTER'S AUTO SALES AND SERVICE INC. WALTER'S 401(K) RETIREMENT PLAN | RIVERSIDE CA | 332 | $12.6M | $61K |
