Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund in their Schedule of Assets, totaling $751K 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 | HILL & SMITH GROUP HOLDINGS, INC. HILL & SMITH GROUP HOLDINGS, INC. 401(K) PLAN | COLUMBUS OH | 1,633 | $72.3M | $441K |
| 2 | JACK DOHENY COMPANY JACK DOHENY COMPANY 401(K) PLAN | NORTHVILLE MI | 155 | $16.6M | $164K |
| 3 | BLOOD ASSURANCE, INC. BLOOD ASSURANCE, INC. 401(K) PLAN |
CHATTANOOGA TN |
| 191 |
| $7.9M |
| $39K |
| 4 | CHESAPEAKE EMPLOYERS' INSURANCE COMPANY CHESAPEAKE EMPLOYERS' INSURANCE COMPANY 401(K) PLAN | TOWSON MD | 252 | $25.4M | $38K |
| 5 | COASTAL GULF & INTERNATIONAL, INC. COASTAL GULF & INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | KENNER LA | 190 | $8.4M | $21K |
| 6 | PRIMARY CARE CENTERS OF EASTERN KENTUCKY PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN | HAZARD KY | 295 | $13.1M | $13K |
| 7 | EL EDUCATION INC EL EDUCATION, INC. 403(B) PLAN | NEW YORK NY | 172 | $14.6M | $13K |
| 8 | CTC GLOBAL CORPORATION CTC GLOBAL CORPORATION 401(K) PLAN | IRVINE CA | 295 | $19.0M | $8K |
| 9 | DANIEL MARTIN, INC. DBA WILKIE LEXUS & LEXUS OF CHESTER SPRINGS WILKIE LEXUS 401K PROFIT SHARING PLAN | HAVERFORD PA | 140 | $18.2M | $7K |
| 10 | IMPACT MHC MANAGEMENT, LLC IMPACT MHC MANAGEMENT, LLC 401(K) PLAN | CEDAREDGE CO | 229 | $4.3M | $4K |
