Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Avantis U.S. Large Cap Value Fund Institutional Class Mutual fund 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 | HILL & SMITH GROUP HOLDINGS, INC. HILL & SMITH GROUP HOLDINGS, INC. 401(K) PLAN | COLUMBUS OH | 1,633 | $72.3M | $1.5M |
| 2 | DANIEL MARTIN, INC. DBA WILKIE LEXUS & LEXUS OF CHESTER SPRINGS WILKIE LEXUS 401K PROFIT SHARING PLAN | HAVERFORD PA | 140 | $18.2M | $26K |
| 3 | APPOLO HEATING, INC. |
SCHENECTADY NY |
| 84 |
| $4.6M |
| $21K |
| 4 | TRI CITIES RESIDENTIAL SERVICES, INC. TCRS 401(K) PLAN | KENNEWICK WA | 115 | $3.3M | $11K |
