Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Avantis U.S. Small Cap Value Instl 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 | VALLEY CABINET, INC. VALLEY CABINET, INC. EMPLOYEES' PROFIT SHARING AND RETIREMENT SAVINGS PLAN | DE PERE WI | 178 | $40.8M | $2.3M |
| 2 | PREMIER COMMUNITY BANK PREMIER COMMUNITY BANK RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | MARION WI | 117 | $10.9M | $442K |
