Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Co. DFA U.S. Targeted Value Portfolio Institutional Fund in their Schedule of Assets, totaling $720K 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 | PIERCEY MANAGEMENT SERVICES, INC PIERCEY AUTOMOTIVE GROUP 401K PLAN AND TRUST | IRVINE CA | 232 | $7.5M | $720K |
