Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding AVANTIS US SC VALUE INST in their Schedule of Assets, totaling $375K 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 | $199K |
| 2 | CLEAN UNIFORM COMPANY CLEAN UNIFORM COMPANY 401(K) PLAN | ST LOUIS MO | 470 | $31.2M | $101K |
| 3 | ACCU REFERENCE MEDICAL LAB LLC |
LINDEN NJ |
| 867 |
| $6.8M |
| $57K |
| 4 | ALI FORNEY CENTER ALI FORNEY CENTER 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 159 | $2.8M | $18K |
