Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Avantis US Small Cap Value in their Schedule of Assets, totaling $1.7M 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 | SEWELL FAMILY OF COMPANIES INC. SEWELL FAMILY OF COMPANIES, INC. 401(K) PROFIT SHARING PLAN | ODESSA TX | 620 | $18.1M | $1.2M |
| 2 | NEW CHALLENGES, INC. NEW CHALLENGES EMPLOYEES' RETIREMENT PLAN | EAGAN MN | 198 | $5.2M | $207K |
| 3 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN |
LOS ANGELES CA |
| 2,507 |
| $1.1B |
| $93K |
| 4 | INDIANA SYMPHONY SOCIETY, INC. INDIANAPOLIS SYMPHONY ORCHESTRA 403(B) PLAN | INDIANAPOLIS IN | 151 | $13.9M | $67K |
| 5 | NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC. NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC 401(K) PLAN | GREENSBORO NC | 141 | $6.2M | $34K |
| 6 | KEY BENEFIT ADMINISTRATORS KEY FAMILY 401K PLAN | FISHERS IN | 393 | $21.6M | $13K |
| 7 | ROTTINGHAUS COMPANY, INC. ROTTINGHAUS COMPANY 401(K) SAVINGS PLAN | LACROSSE WI | 687 | $23.7M | $13K |
| 8 | GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA, INC. GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA, INC. 403(B) THRIFT PLAN | LOS ANGELES CA | 2,794 | $17.8M | $10K |
| 9 | NEW HOLLAND BREWING COMPANY, LLC NEW HOLLAND BREWING 401(K) PLAN | HOLLAND MI | 330 | $5.8M | $6K |
