Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Avantis U.S. Small Cap Value Instl Mutual Fund in their Schedule of Assets, totaling $3.0M 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 | LAKEWOOD HEALTH SYSTEM LAKEWOOD HEALTH SYSTEM 401(K) PLAN | STAPLES MN | 851 | $78.4M | $1.1M |
| 2 | ORTHOPAEDIC CENTERS OF WISCONSIN, S.C. ORTHOPAEDIC CENTERS OF WISCONSIN, S.C. 401(K) PLAN | WAUSAU WI | 137 | $32.3M | $1.1M |
| 3 | RESSLER MOTOR COMPANY RESSLER MOTOR COMPANY 401(K) PROFIT SHARING PLAN |
BOZEMAN MT |
| 275 |
| $16.3M |
| $281K |
| 4 | ELWOOD STAFFING SERVICES, INC. ELWOOD STAFFING SERVICES, INC. 401(K) RETIREMENT PLAN | COLUMBUS IN | 13,000 | $35.0M | $263K |
| 5 | NATIONAL RETAIL SYSTEMS, INC. NATIONAL RETAIL SYSTEMS, INC. 401(K) PLAN | NORTH BERGEN NJ | 736 | $40.5M | $102K |
| 6 | EPIKA FLEET SERVICES, INC. EPIKA FLEET SERVICES 401(K) PLAN | NASHVILLE TN | 479 | $6.4M | $79K |
