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 Funds - in their Schedule of Assets, totaling $1.0M 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 | WHEELER BROTHERS GRAIN COMPANY, LLC SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY, LLC | WATONGA OK | 126 | $17.3M | $1.0M |
| 2 | CASTLE CHEVROLET, INC. CASTLE AUTO GROUP 401(K) PLAN | VILLA PARK IL | 367 | $7.4M | $19K |
