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 Institutional Mutual Fund N/A in their Schedule of Assets, totaling $2.7M 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 | GASTROINTESTINAL ASSOCIATES, S.C. GASTROINTESTINAL ASSOCIATES, S.C. 401(K) PROFIT SHARING PLAN | WAUSAU WI | 120 | $28.2M | $1.1M |
| 2 | DELTA DEFENSE, LLC DELTA DEFENSE, LLC 401(K) PLAN | WEST BEND WI | 626 | $28.6M | $986K |
| 3 | ENGLEWOOD MARKETING GROUP, INC. ENGLEWOOD MARKETING GROUP 401(K) PLAN |
GREEN BAY WI |
| 185 |
| $12.5M |
| $591K |
