Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Voya DFA U.S. Targeted Value Portfolio in their Schedule of Assets, totaling $283K 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 | BLIFFERT LUMBER & FUEL COMPANY INC. BLIFFERT LUMBER & FUEL COMPANY INC. PROFIT SHARING PLAN | OAK CREEK WI | 378 | $22.4M | $138K |
| 2 | MANDEL GROUP, INC. MANDEL GROUP, INC. SALARY SAVINGS 401(K) PLAN | MILWAUKEE WI | 125 | $15.5M | $76K |
| 3 | MILWAUKEE RESCUE MISSION |
MILWAUKEE WI |
| 172 |
| $8.6M |
| $68K |
