Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AVANTIS US EQUITY - INSTITUT in their Schedule of Assets, totaling $461K 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 | PURE FINANCIAL ADVISORS, LLC PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T | SAN DIEGO CA | 144 | $19.9M | $305K |
| 2 | RIVERVIEW, LLP RIVERVIEW 401(K) PLAN | MORRIS MN | 1,191 | $56.6M | $156K |
