Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Avantis Avantis U.S. Large Cap Value Fund in their Schedule of Assets, totaling $1.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WELLBORN CABINET INC. WELLBORN CABINET, INC. 401(K) PROFIT SHARING PLAN | ASHLAND AL | 1,394 | $31.4M | $1.1M |
| 2 | SUPERALLOY MANUFACTURING SOLUTIONS CORP. SUPERALLOY MFG SOLUTIONS CORP. 401(K) RET PLAN | CINCINNATI OH | 153 | $14.6M | $322K |
| 3 | LAND MARK ELECTRIC, INC. |
CANOGA PARK CA |
| 200 |
| $12.0M |
| $175K |
| 4 | GOODWILL INDUSTRIES OF MIDDLE GEORGIA GOODWILL INDUSTRIES OF MIDDLE GA 401(K) P/S PLAN | MACON GA | 1,291 | $7.5M | $64K |
| 5 | AGENDIA, INC. AGENDIA, INC. 401(K) PROFIT SHARING PLAN | IRVINE CA | 174 | $18.3M | $48K |
| 6 | PORTACOOL, LLC PORTACOOL, LLC 401(K) PLAN | CENTER TX | 320 | $8.2M | $44K |
| 7 | INDUSTRIAL HARD CHROME, LTD. INDUSTRIAL HARD CHROME, LTD. 401(K) RETIREMENT PLAN AND TRUST | GENEVA IL | 102 | $16.2M | $9K |