Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Avantis U.S. Large Cap Value Fund Mutual fund in their Schedule of Assets, totaling $6.0M 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 | GEORGE J. IGEL & CO., INC. GEORGE J. IGEL & CO., INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 124 | $36.0M | $1.3M |
| 2 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $1.1M |
| 3 | RED DIAMOND, INC. |
MOODY AL |
| 145 |
| $15.9M |
| $668K |
| 4 | JACK DOHENY COMPANY JACK DOHENY COMPANY 401(K) PLAN | NORTHVILLE MI | 155 | $16.6M | $621K |
| 5 | DOOR SYSTEMS ASSA ABLOY US, INC. DOOR SYSTEMS 401(K) PLAN | NAPERVILLE IL | 416 | $22.2M | $618K |
| 6 | FIRST CO. FIRST CO. 401(K) RETIREMENT PLAN | DALLAS TX | 505 | $25.8M | $440K |
| 7 | ARK SYSTEMS, INC. ARK SYSTEMS, INC. PROFIT SHARING 401(K) PLAN | COLUMBIA MD | 122 | $12.9M | $272K |
| 8 | C.A. MURREN & SONS COMPANY, INC. C.A. MURREN & SONS COMPANY, INC. EMPLOYEE SAVINGS TRUST | GRAYSON GA | 168 | $6.0M | $167K |
| 9 | CHESAPEAKE EMPLOYERS' INSURANCE COMPANY CHESAPEAKE EMPLOYERS' INSURANCE COMPANY 401(K) PLAN | TOWSON MD | 252 | $25.4M | $139K |
| 10 | PRIMARY CARE SOLUTIONS, INC. PRIMARY CARE SOLUTIONS 401(K) PLAN | DALLAS TX | 148 | $3.6M | $131K |
