Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company DFA U.S. Targeted Value Portfolio Institutional Class in their Schedule of Assets, totaling $1.4M 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 | ANGEL OAK COMPANIES ANGEL OAK COMPANIES 401K PROFIT SHARING PLAN | ATLANTA GA | 266 | $28.4M | $548K |
| 2 | WHITE RIVER BANCSHARES COMPANY WHITE RIVER BANCSHARES COMPANY 401(K) PLAN | FAYETTEVILLE AR | 200 | $20.4M | $547K |
| 3 | MP2 ENERGY LLC MP2 ENERGY LLC 401(K) PLAN |
HOUSTON TX |
| 231 |
| $18.8M |
| $199K |
| 4 | 360INSIGHTS USA LTD. 360INSIGHTS (USA) LTD. 401(K) PLAN | NEW ORLEANS LA | 177 | $15.0M | $72K |
| 5 | MOMO HOLDINGS LLC MOMO HOLDINGS LLC 401(K) PLAN | NEW YORK NY | 303 | $4.3M | $1K |
