Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Avantis U.S. Large Cap Value Fund Registered Investment Company in their Schedule of Assets, totaling $1.1M 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 | CALIFIA FARMS, LLC CALIFIA FARMS, LLC 401(K) PLAN | LOS ANGELES CA | 307 | $25.9M | $518K |
| 2 | H MART INC. H MART 401(K) PLAN | LYNDHURST NJ | 3,748 | $22.7M | $340K |
| 3 | SOCIAL AND ENVIRONMENTAL ENTREPRENEURS SEE 403(B) RETIREMENT PLAN |
| 457 |
| $3.7M |
| $81K |
| 4 | 741 EIGHTH AVENUE OWNERS LLC 741 EIGHTH AVE 401(K) PLAN | NEW YORK NY | 253 | $3.2M | $72K |
| 5 | SAN DIEGO BLOOD BANK SAN DIEGO BLOOD BANK 403(B) PLAN | SAN DEIGO CA | 329 | $17.8M | $51K |
