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 " in their Schedule of Assets, totaling $1.9M 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 | MECA SOLUTIONS, LLC MECA SOLUTIONS, LLC 401K PLAN | GREEN BAY WI | 110 | $8.7M | $482K |
| 2 | BELL MOTOR CARS, INC. BELL AUTOMOTIVE NETWORK 401K PLAN | NORTH EDISON NJ | 352 | $14.0M | $352K |
| 3 | GREAT LAKES FOOT & ANKLE INSTITUTE, PC BEYOND PODIATRY 401(K) PLAN |
CHESTERFIELD MI |
| 252 |
| $15.1M |
| $290K |
| 4 | VNA HEALTH SYSTEM VNA HEALTH SYSTEM 403(B) PLAN | SHAMOKIN PA | 96 | $8.6M | $198K |
| 5 | A.J. MANUFACTURING, INC. A.J. MANUFACTURING, INC. RETIREMENT SAVINGS PLAN | BLOOMER WI | 161 | $3.8M | $195K |
| 6 | ARCATECH SYSTEMS, LLC ARCATECH SYSTEMS PROFIT SHARING AND RETIREMENT PLAN | MEBANE NC | 88 | $4.5M | $160K |
| 7 | GALLAGHER FLYNN & CO., LLP GALLAGHER FLYNN & CO., LLP 401(K) PROFIT SHARING PLAN AND TRUST | SOUTH BURLINGTON VT | 73 | $20.8M | $133K |
| 8 | HPM, INC. HPM CONTRACTING, INC. 401(K) PLAN | ENGLEWOOD CO | 107 | $6.7M | $81K |
| 9 | KOS SERVICES, LLC DENTAL DREAMS 401(K) PLAN | CHICAGO IL | 597 | $4.1M | $23K |
| 10 | ALLEGANY REHABILITATION ASSOCIATES, INC. ALLEGANY REHABILITATION ASSOCIATES, INC. 401(K) RETIREMENT PLAN | WELLSVILLE NY | 73 | $3.8M | $19K |
