Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Avantis US Small Cap Value Fund Mutual fund in their Schedule of Assets, totaling $3.7M 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 | MPT OPERATING PARTNERSHIP, L.P. MPT OPERATING PARTNERSHIP, L.P. 401(K) PLAN | BIRMINGHAM AL | 103 | $27.4M | $2.3M |
| 2 | EASTER SEALS TRISTATE LLC EASTER SEALS TRISTATE LLC 401(K) RETIREMENT PLAN | CINCINNATI OH | 625 | $11.2M | $491K |
| 3 | GRAND INDUSTRIAL, LLC GRAND TRADITIONS 401(K) PLAN |
INDIANAPOLIS IN |
| 927 |
| $10.5M |
| $427K |
| 4 | NCP CAPCO DEVELOPMENT CO, INC. ALLIANCE PARTNERS 401(K) PLAN | BIRMINGHAM AL | 175 | $6.4M | $235K |
| 5 | ADTRAV CORPORATION ADTRAV CORPORATION 401(K) RETIREMENT PLAN | HOOVER AL | 268 | $8.9M | $206K |
| 6 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 218 | $27.9M | $27K |
| 7 | ANIMAL SUPPLY COMPANY LLC ANIMAL SUPPLY COMPANY LLC 401(K) RETIREMENT PLAN | GRAND PRAIRIE TX | 710 | $38.9M | $26K |
| 8 | MINAMYER RESIDENTIAL CARE SERVICES, INC. MINAMYER RESIDENTIAL 401(K) PLAN | WORTHINGTON OH | 112 | $1.8M | $1K |
