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 Instl Avantis 0 in their Schedule of Assets, totaling $1.4M 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 | CENTERLIGHT HEALTHCARE, INC. CENTERLIGHT HEALTHCARE, INC.403(B) RETIREMENT PLAN | FLUSHING NY | 654 | $94.3M | $887K |
| 2 | DON AYRES PONTIAC, INC DON AYRES PONTIAC, INC 401(K) PLAN | FT. WAYNE IN | 133 | $8.7M | $455K |
| 3 | NEWPORT GROUP, INC. ASCENSUS-AMERICAN FUNDS POOLED EMPLOYER PLAN |
FOLSOM CA |
| 749 |
| $17.5M |
| $21K |
| 4 | TRIVIUM OF NEW YORK LLC TRIVIUM OF NEW YORK LLC 401(K) P/S PLAN | BROOKLYN NY | 316 | $248K | $4K |