Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Avantis US Small Cap Value Fund in their Schedule of Assets, totaling $488K 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 | MOSS HOLDING COMPANY MOSS HOLDING COMPANY 401(K) PLAN | FRANKLIN PARK IL | 226 | $14.5M | $234K |
| 2 | BROADDUS & ASSOCIATES, INC. BROADDUS & ASSOCIATES, INC. 401(K) PLAN | AUSTIN TX | 125 | $14.0M | $153K |
| 3 | VNA HEALTH SYSTEM VNA HEALTH SYSTEM 403(B) PLAN |
SHAMOKIN PA |
| 96 |
| $8.6M |
| $64K |
| 4 | MEDICAL MANAGEMENT & REHAB SERVICES INC. MEDICAL MANAGEMENT & REHAB SERVICES INC. 401(K) PROFIT SHARING PLAN AND TRUST | LINTHICUM MD | 216 | $3.7M | $18K |
| 5 | CONTINENTAL OFFICE FURNITURE CORP. CONTINENTAL OFFICE INTERESTS SAVINGS PLAN | COLUMBUS OH | 97 | $23.6M | $13K |
| 6 | JAMES RIVER CARRIERS LLC JAMES RIVER CARRIERS 401(K) PLAN | NORTH CHESTERFIELD VA | 122 | $1.4M | $5K |
