Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Avantis US Sm Cap Val Inst Fd Mutual Fund in their Schedule of Assets, totaling $445K 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 | ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. 401(K) PLAN | WICHITA KS | 111 | $27.0M | $286K |
| 2 | PACIFIC ASIAN CONSORTIUM IN EMPLOYMENT PACE 401(K) PLAN | LOS ANGELES CA | 244 | $20.3M | $159K |
