Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Avantis U.S. Small Cap Value Fund Ins a in their Schedule of Assets, totaling $1.6M 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 | HEART SOUTH CARDIOVASCULAR GROUP, P.C. HEART SOUTH CARDIOVASCULAR GROUP, P.C. 401(K) PROFIT SHARING PLAN | ALABASTER AL | 93 | $18.2M | $893K |
| 2 | CRANEWORKS, INC. CRANEWORKS, INC. 401(K) PLAN | BIRMINGHAM AL | 228 | $12.1M | $431K |
| 3 | SIMS BARK CO., INC. SIMS BARK CO., INC. 401(K) PROFIT SHARING PLAN |
TUSCUMBIA AL |
| 265 |
| $8.1M |
| $279K |
