Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Avantis US Small Cap Val Inst in their Schedule of Assets, totaling $41K 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 | JP LAMBORN CO., INC J.P. LAMBORN CO. 401(K) PROFIT SHARING PLAN | FRESNO CA | 176 | $11.2M | $37K |
| 2 | NEW CLASSROOMS INNOVATION PARTNERS FOR LEARNING NEW CLASSROOMS INNOVATION PARTNERS FOR LEARNING 403(B) PLAN | JERSEY CITY NJ | 41 | $8.7M | $4K |
