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 Instl in their Schedule of Assets, totaling $704K 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 | JESSE STUTTS, INC. JESSE STUTTS, INC. PROFIT SHARING PLAN | HUNTSVILLE AL | 177 | $15.0M | $453K |
| 2 | 4 BEARS CASINO & LODGE 4 BEARS CASINO & LODGE 401(K) PLAN | NEW TOWN ND | 202 | $7.8M | $245K |
| 3 | INDIANA MASONIC HOME, INC. INDIANA MASONIC HOME, INC. 401(K) PLAN |
FRANKLIN IN |
| 301 |
| $3.6M |
| $5K |
