Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Avantis Avantis U.S. Small Cap Value Instl - in their Schedule of Assets, totaling $1.0M 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 | HSF ENTERPRISES, INC. HSF ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST | CHERRY HILL NJ | 198 | $10.6M | $521K |
| 2 | FRAZIER INDUSTRIAL COMPANY FRAZIER INDUSTRIAL CO. SAVINGS AND INVESTMENT RETIREMENT PLAN | LONG VALLEY NJ | 675 | $40.6M | $488K |
| 3 | CODILIS & ASSOCIATES, P.C. |
BURR RIDGE IL |
| 293 |
| $37.2M |
| $18K |
