Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company DFA U.S. Targeted Value Port Inst in their Schedule of Assets, totaling $640K 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 | SIGMA ENGINEERS & CONSTRUCTORS, L.L.C. SIGMA ENGINEERS & CONSTRUCTORS, L.L.C. 401(K) PROFIT SHARING PLAN | BATON ROUGE LA | 230 | $30.7M | $530K |
| 2 | V & V SUPREMO FOODS, INC. V & V SUPREMO FOODS, INC. 401(K) PLAN | CHICAGO IL | 262 | $20.4M | $110K |
