Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AVANTIS U S SMALL CAP Exchange-Traded Fund in their Schedule of Assets, totaling $141K 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 | ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP NOI PROFIT SHARING PLAN | NEWPORT BEACH CA | 149 | $3.1M | $98K |
| 2 | INNOVATIVE HEALTH MANAGEMENT PARTNER LLC NOI PROFIT SHARING PLAN | NEWPORT BEACH CA | 131 | $3.0M | $44K |
