Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Avantis U.S. Equity Fund Institutional Class Mutual Fund N/A in their Schedule of Assets, totaling $1.5M 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 | CHERRY OPTICAL, INC. CHERRY OPTICAL INC 401(K) PROFIT SHARING PLAN & TRUST | GREEN BAY WI | 253 | $15.8M | $921K |
| 2 | PREMIER COMMUNITY BANK PREMIER COMMUNITY BANK RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | MARION WI | 117 | $10.9M | $549K |
