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 Value Fund - Inst Pooled Separate Account in their Schedule of Assets, totaling $304K 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 | LANEHART ELECTRICAL CONTRACTORS, LLC LANEHART ELECTRICAL CONTRACTORS, LLC 401(K) PROFIT SHARING PLAN | IRVING TX | 507 | $16.7M | $210K |
| 2 | PEROT MUSEUM OF NATURE AND SCIENCE PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN | DALLAS TX | 144 | $7.5M | $93K |
