Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Avantis Avantis Emerging Markets Equity Fund in their Schedule of Assets, totaling $29.3M 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 | WIPFLI LLP WIPFLI LLP 401(K) PROFIT SHARING PLAN | WAUSAU WI | 2,318 | $810.7M | $27.9M |
| 2 | WELLBORN CABINET INC. WELLBORN CABINET, INC. 401(K) PROFIT SHARING PLAN | ASHLAND AL | 1,394 | $31.4M | $847K |
| 3 | MCCORD'S VANCOUVER AUTO CENTER, INC. TOYOTA OF VANCOUVER 401(K) PROFIT SHARING PLAN |
VANCOUVER WA |
| 205 |
| $9.5M |
| $321K |
| 4 | SOC LLC CREWS AUTO GROUP 401(K) PLAN | CHARLESTON SC | 145 | $8.5M | $184K |
| 5 | FAST SWITCH - GREAT LAKES LLC DBA FASTTEK GLOBAL FAST SWITCH - GREAT LAKES LLC 401(K) PLAN | LAVONIA MI | 156 | $8.1M | $42K |
| 6 | MUESER RUTLEDGE CONSULTING ENGINEERS PLLC MUESER RUTLEDGE CONSULTING ENGINEERS PLLC 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 148 | $45.8M | $4K |
| 7 | RIVERSBEND REHABILITATION, INC. RIVERSBEND REHABILITATION, INC. 401(K) PLAN | BAY CITY MI | 98 | $5.7M | $3K |
