Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Avantis U.S. Equity Institutional Mutual Fund N/A in their Schedule of Assets, totaling $5.9M 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 | VALLEY CABINET, INC. VALLEY CABINET, INC. EMPLOYEES' PROFIT SHARING AND RETIREMENT SAVINGS PLAN | DE PERE WI | 178 | $40.8M | $2.4M |
| 2 | GASTROINTESTINAL ASSOCIATES, S.C. GASTROINTESTINAL ASSOCIATES, S.C. 401(K) PROFIT SHARING PLAN | WAUSAU WI | 120 | $28.2M | $1.4M |
| 3 | DELTA DEFENSE, LLC |
WEST BEND WI |
| 626 |
| $28.6M |
| $1.3M |
| 4 | ENGLEWOOD MARKETING GROUP, INC. ENGLEWOOD MARKETING GROUP 401(K) PLAN | GREEN BAY WI | 185 | $12.5M | $757K |
