Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Avantis Avantis U.S. Small Cap Value Fund Instl in their Schedule of Assets, totaling $685K 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 | YORKTOWN SYSTEMS GROUP YORKTOWN SYSTEMS GROUP 401(K) PLAN | HUNTSVILLE AL | 458 | $18.1M | $585K |
| 2 | SUPERALLOY MANUFACTURING SOLUTIONS CORP. SUPERALLOY MFG SOLUTIONS CORP. 401(K) RET PLAN | CINCINNATI OH | 153 | $14.6M | $101K |