Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Avantis US Small Cap Value Instl in their Schedule of Assets, totaling $19.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WARREN AVERETT COMPANIES, LLC WARREN AVERETT COMPANIES, LLC PROFIT SHARING PLAN | BIRMINGHAM AL | 703 | $195.9M | $7.1M |
| 2 | COLUMBIA BASIN HEALTH ASSOCIATION COLUMBIA BASIN HEALTH ASSOCIATION 403B PLAN | OTHELLO WA | 469 | $45.0M | $5.5M |
| 3 | HONKAMP KRUEGER & CO., P.C. |
DUBUQUE IA |
| 347 |
| $66.3M |
| $2.7M |
| 4 | STEREOTAXIS, INC. STEREOTAXIS, INC. EMPLOYEES SAVINGS TRUST | ST. LOUIS MO | 117 | $16.8M | $1.4M |
| 5 | BECK'S SUPERIOR HYBRIDS, INC. EMPLOYEES' SAVINGS PLAN OF BECK'S SUPERIOR HYBRIDS, INC. | ATLANTA IN | 1,061 | $109.1M | $966K |
| 6 | ASHLAND FOOD COOPERATIVE ASHLAND FOOD COOPERATIVE 401(K) RETIREMENT PLAN AND TRUST | ASHLAND OR | 122 | $8.3M | $607K |
| 7 | RAINBO OIL COMPANY RAINBO OIL CO. 401(K) PLAN | DUBUQUE IA | 205 | $7.7M | $280K |
| 8 | COMMUNITY OPTIONS FOR RESIDENTIAL AND EMPLOYMENT SERVICES, INC. COMMUNITY OPTIONS SAFE HARBOR 401(K) PROFIT SHARING PLAN | BISMARCK ND | 165 | $6.2M | $181K |
| 9 | PINNACLE FIT CLUBS, LLC PINNACLE FIT CLUBS, LLC RETIREMENT PLAN | ROSEMONT IL | 1,079 | $3.4M | $135K |
| 10 | 2014 HEALTH, LLC US HEALTHVEST GROUP 401(K) PLAN | DES PLAINES IL | 2,262 | $21.6M | $132K |
