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 US Targeted Value Portfolio Fund in their Schedule of Assets, totaling $155K 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 | FIRST TEXAS HOMES, INC. FIRST TEXAS HOMES, INC. 401(K) PLAN | DALLAS TX | 236 | $13.5M | $129K |
| 2 | DENALI STAFFING, LLC DENALI STAFFING 401(K) PLAN | NEW BERLIN WI | 132 | $11.6M | $27K |
