Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Avantis Avantis U.S. Small-Cap Value Fund in their Schedule of Assets, totaling $3.5M 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 | BHATE ENVIRONMENTAL ASSOCIATES, INC. BHATE ENVIRONMENTAL ASSOCIATES EMPLOYEES 401(K) SAFE HARBOR PLAN | BIRMINGHAM AL | 119 | $15.1M | $1.5M |
| 2 | WELLBORN CABINET INC. WELLBORN CABINET, INC. 401(K) PROFIT SHARING PLAN | ASHLAND AL | 1,394 | $31.4M | $1.1M |
| 3 | QLARANT, INC. QLARANT 403(B) PLAN |
EASTON MD |
| 568 |
| $34.3M |
| $373K |
| 4 | QLARANT, INC. QLARANT MONEY PURCHASE PENSION PLAN | EASTON MD | 487 | $51.5M | $289K |
| 5 | FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) | LAWRENCEVILLE NJ | 592 | $57.1M | $65K |
| 6 | PRESBYTERIAN SCHOOL PRESBYTERIAN SCHOOL 403(B) PLAN | HOUSTON TX | 167 | $22.3M | $64K |
| 7 | LAND MARK ELECTRIC, INC. LAND MARK ELECTRIC, INC. 401(K) PLAN | CANOGA PARK CA | 200 | $12.0M | $51K |
| 8 | JOINT RESEARCH AND DEVELOPMENT, LLC JOINT RESEARCH AND DEVELOPMENT, LLC EMPLOYEES' RETIREMENT PLAN | STAFFORD VA | 191 | $22.7M | $12K |
