Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Avantis Us Large Cap Value Inst in their Schedule of Assets, totaling $3.2M 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 | MOSAIC HEALTH SYSTEM MOSAIC HEALTH SYSTEM 401(K) RETIREMENT PLAN | ST. JOSEPH MO | 4,771 | $453.2M | $2.4M |
| 2 | 2014 HEALTH, LLC US HEALTHVEST GROUP 401(K) PLAN | DES PLAINES IL | 2,262 | $21.6M | $458K |
| 3 | FRESNO BEVERAGE COMPANY, INC. VALLEY WIDE BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN |
FRESNO CA |
| 345 |
| $9.8M |
| $227K |
| 4 | RITCHIE TRUCKING SERVICE HOLDINGS, INC. RITCHIE TRUCKING SERVICE HOLDINGS, INC. 401 (K) PLAN | FRESNO CA | 80 | $2.5M | $52K |
| 5 | ROTTINGHAUS COMPANY, INC. ROTTINGHAUS COMPANY 401(K) SAVINGS PLAN | LACROSSE WI | 687 | $23.7M | $45K |
| 6 | CONTINENTAL OFFICE FURNITURE CORP. CONTINENTAL OFFICE INTERESTS SAVINGS PLAN | COLUMBUS OH | 97 | $23.6M | $15K |
| 7 | KOS SERVICES, LLC DENTAL DREAMS 401(K) PLAN | CHICAGO IL | 597 | $4.1M | $8K |
