Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company DFA U.S. Targeted Value Portfolio in their Schedule of Assets, totaling $704K 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 | CONTINENTAL CARS, INC. CONTINENTAL CARS, INC. 401(K) PLAN & TRUST | AUSTIN TX | 871 | $39.6M | $485K |
| 2 | SRTV HOLDINGS LLC SRTV HOLDINGS LLC 401(K) PROGRAM | JACKSONVILLE FL | 394 | $23.2M | $189K |
| 3 | CIMA SERVICES MANAGEMENT, INC. CIMA 401(K) PLAN |
PASADENA TX |
| 300 |
| $8.3M |
| $30K |
