Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Avantis U.S. Small Cap Value Fund " in their Schedule of Assets, totaling $1.5M 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 | HORICON BANK HORICON BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN | HORICON WI | 219 | $46.7M | $865K |
| 2 | GEO. BYERS SONS HOLDING, INC. GEO. BYERS SONS, 401(K) PLAN | COLUMBUS OH | 750 | $50.4M | $246K |
| 3 | A.J. MANUFACTURING, INC. A.J. MANUFACTURING, INC. RETIREMENT SAVINGS PLAN |
BLOOMER WI |
| 161 |
| $3.8M |
| $216K |
| 4 | SUPERIOR, INC. SUPERIOR INC & AFFILIATES 401(K) PLAN | FAYETTEVILLE AR | 827 | $31.1M | $106K |
| 5 | ADORAMA INC. ADORAMA 401(K) PLAN | NEW YORK NY | 497 | $8.7M | $48K |
| 6 | LENCO INDUSTRIES, INC. LENCO INDUSTRIES, INC. 401(K) RETIREMENT PLAN | PITTSFIELD MA | 90 | $13.9M | $35K |
| 7 | CHILDREN'S DISCOVERY CENTER CHILDREN'S DISCOVERY CENTER 401(K) PLAN | MAUMEE OH | 128 | $3.0M | $5K |
