Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Avantis US Large Cap Value Fund Mutual fund in their Schedule of Assets, totaling $341K 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 | NCP CAPCO DEVELOPMENT CO, INC. ALLIANCE PARTNERS 401(K) PLAN | BIRMINGHAM AL | 175 | $6.4M | $252K |
| 2 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 218 | $27.9M | $89K |
