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 Instl Mutual Fund in their Schedule of Assets, totaling $5.0M 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 | CARGOTEC HOLDING, INC. CARGOTEC HOLDING, INC. 401(K) PLAN | PERRYSBURG OH | 988 | $77.3M | $2.5M |
| 2 | JAMES MOORE & CO., P.L. JAMES MOORE & CO., P.L. 401(K) RETIREMENT PLAN | GAINESVILLE FL | 269 | $44.3M | $1.7M |
| 3 | WESTLIE MOTOR COMPANY WESTLIE MOTOR COMPANY 401(K) PROFIT SHARING PLAN |
MINOT ND |
| 186 |
| $11.3M |
| $490K |
| 4 | PHILIP HEALTH SERVICES, INC. PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN | PHILIP SD | 112 | $7.5M | $273K |
| 5 | ACCESS SUPPORTS FOR LIVING INC. ACCESS SUPPORTS FOR LIVING INC. 403(B) RETIREMENT PLAN | MIDDLETOWN NY | 2,611 | $55.4M | $43K |
| 6 | SOUTHERN CALIFORNIA INSTITUTE OF ARCHITECTURE SCI-ARC RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 98 | $21.1M | $1K |
