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 Fund Institutional Class - in their Schedule of Assets, totaling $2.2M 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 | ROCK VALLEY PHYSICAL THERAPY CENTER ROCK VALLEY PHYSICAL THERAPY CENTER 401(K) PROFIT SHARING PLAN | MOLINE IL | 389 | $50.0M | $2.2M |
| 2 | HPM, INC. HPM CONTRACTING, INC. 401(K) PLAN | ENGLEWOOD CO | 107 | $6.7M | $30K |
