Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Avantis U.S. Small-Cap Value Fund Institutional Class Mutual fund N/A in their Schedule of Assets, totaling $12.2M 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 | WHOLE FOODS MARKET, INC. WHOLE FOODS MARKET GROWING YOUR FUTURE 401(K) PLAN | AUSTIN TX | 95,856 | $2.4B | $10.3M |
| 2 | MEYER MANUFACTURING CORPORATION MEYER MANUFACTURING CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | DORCHESTER WI | 140 | $21.8M | $933K |
| 3 | CHERRY OPTICAL, INC. |
GREEN BAY WI |
| 253 |
| $15.8M |
| $647K |
| 4 | PINION, LLC PINION, LLC 401(K) PLAN | SALINA KS | 607 | $125.6M | $266K |
