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 Mutual fund N/A in their Schedule of Assets, totaling $181K 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 | COMMUNITY ACTION AGENCY COMMUNITY ACTION AGENCY 403(B) RETIREMENT PLAN | ESCANABA MI | 221 | $3.8M | $126K |
| 2 | AMBITIONS, INC AMBITIONS 401 K PLAN | LAS VEGAS NV | 1,110 | $25.0M | $55K |
