Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Avantis U.S. Small Cap Value Mutual fund in their Schedule of Assets, totaling $619K 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 | RED DIAMOND, INC. RED DIAMOND, INC. RETIREMENT SAVINGS PLAN | MOODY AL | 145 | $15.9M | $578K |
| 2 | BEAST CODE, LLC BEAST CODE 401(K) PLAN & TRUST | FORT WALTON BEACH FL | 221 | $9.1M | $40K |
| 3 | SCHOOLS FOR CHILDREN, INC. SCHOOLS FOR CHILDREN, INC. 403(B) RETIREMENT PLAN |
WINCHESTER MA |
| 170 |
| $23.8M |
| $1K |
