Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Avantis Emerging Markets Equity Fund Institutional Class Mutual Fund in their Schedule of Assets, totaling $1.2M 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 | JACK DOHENY COMPANY JACK DOHENY COMPANY 401(K) PLAN | NORTHVILLE MI | 155 | $16.6M | $464K |
| 2 | NATIONAL RETAIL SYSTEMS, INC. NATIONAL RETAIL SYSTEMS, INC. 401(K) PLAN | NORTH BERGEN NJ | 736 | $40.5M | $304K |
| 3 | BLOOD ASSURANCE, INC. BLOOD ASSURANCE, INC. 401(K) PLAN |
CHATTANOOGA TN |
| 191 |
| $7.9M |
| $118K |
| 4 | COASTAL GULF & INTERNATIONAL, INC. COASTAL GULF & INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | KENNER LA | 190 | $8.4M | $69K |
| 5 | T. R. MILLER MILL COMPANY, INC. T. R. MILLER MILL COMPANY, INC. SAVINGS AND PROFIT SHARING PLAN | BREWTON AL | 171 | $14.9M | $46K |
| 6 | EL EDUCATION INC EL EDUCATION, INC. 403(B) PLAN | NEW YORK NY | 172 | $14.6M | $41K |
| 7 | PRIMARY CARE CENTERS OF EASTERN KENTUCKY PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN | HAZARD KY | 295 | $13.1M | $39K |
| 8 | VARI CORPORATION VARI CORPORATION 401(K) PLAN | POTTSTOWN PA | 169 | $16.2M | $29K |
| 9 | CTC GLOBAL CORPORATION CTC GLOBAL CORPORATION 401(K) PLAN | IRVINE CA | 295 | $19.0M | $27K |
| 10 | CHESAPEAKE EMPLOYERS' INSURANCE COMPANY CHESAPEAKE EMPLOYERS' INSURANCE COMPANY 401(K) PLAN | TOWSON MD | 252 | $25.4M | $25K |
