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 Value ETF in their Schedule of Assets, totaling $619K 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 | KSM BUSINESS SERVICES, INC. KSM BUSINESS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | INDIANAPOLIS IN | 672 | $92.0M | $314K |
| 2 | SYRACUSE ORTHOPEDIC SPECIALISTS, P.C. SYRACUSE ORTHOPEDIC SPECIALISTS, P.C. DEFINED BENEFIT PENSION PLAN | SYRACUSE NY | 661 | $23.9M | $305K |
