Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Avantis International Small Cap Value Fund Institutional Class Mutual Fund N/A in their Schedule of Assets, totaling $478K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHERRY OPTICAL, INC. CHERRY OPTICAL INC 401(K) PROFIT SHARING PLAN & TRUST | GREEN BAY WI | 253 | $15.8M | $469K |
| 2 | COPPER HILL INC. COPPER HILL INC. 401(K) PROFIT SHARING PLAN & TRUST | LIVONIA MI | 214 | $6.2M | $8K |
