Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Voya DFA U.S. Targeted Value Port Inst in their Schedule of Assets, totaling $2.0M 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 | PACIFIC PREMIER BANK PACIFIC PREMIER BANK 401(K) PLAN | IRVINE CA | 1,251 | $131.5M | $1.4M |
| 2 | J. GOLDMAN & CO., L.P. J. GOLDMAN & CO., L.P. PROFIT SHARING PLAN | NEW YORK NY | 105 | $52.1M | $436K |
| 3 | QUALITY CONSTRUCTION & PRODUCTION, LLC QUALITY COMPANIES 401K PLAN |
YOUNGSVILLE LA |
| 617 |
| $7.3M |
| $82K |
| 4 | HOCKING INTERNATIONAL LABORATORIES HOCKING INTERNATIONAL LABORATORIES 401(K) PLAN | HOUSTON TX | 148 | $5.0M | $53K |
| 5 | IVCI, LLC IVCI, LLC 401(K) PROFIT SHARING PLAN & TRUST | HAUPPAUGE NY | 71 | $12.4M | $45K |
| 6 | TRADES HOLDING CO., LLC TRADES 401(K) PLAN | BLACKLICK OH | 353 | $3.5M | $16K |
