Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Avantis US Large Cap Value in their Schedule of Assets, totaling $197K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC. NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC 401(K) PLAN | GREENSBORO NC | 141 | $6.2M | $119K |
| 2 | KEY BENEFIT ADMINISTRATORS KEY FAMILY 401K PLAN | FISHERS IN | 393 | $21.6M | $45K |
| 3 | GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA, INC. |
LOS ANGELES CA |
| 2,794 |
| $17.8M |
| $33K |