Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Avantis Avantis U.S. Small Cap Value Fund – Institutional Class in their Schedule of Assets, totaling $125K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STAR LEASING COMPANY, LLC STAR LEASING COMPANY, LLC 401(K) PLAN | COLUMBUS OH | 561 | $28.8M | $74K |
| 2 | CHINA MERCHANTS BANK CHINA MERCHANTS BANK 401(K) PLAN | NEW YORK NY | 111 | $36.0M | $21K |
| 3 | AGENDIA, INC. AGENDIA, INC. 401(K) PROFIT SHARING PLAN |
IRVINE CA |
| 174 |
| $18.3M |
| $14K |
| 4 | PORTACOOL, LLC PORTACOOL, LLC 401(K) PLAN | CENTER TX | 320 | $8.2M | $13K |
| 5 | SHINHAN BANK AMERICA SHINHAN BANK AMERICA 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 217 | $22.7M | $4K |
