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 Instl Mutual Funds in their Schedule of Assets, totaling $325K 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 | SHEPHERD INSURANCE, LLC SHEPHERD INSURANCE, LLC 401(K) PLAN | CARMEL IN | 532 | $55.7M | $290K |
| 2 | BLAINE BROTHERS MAINTENANCE, INC. BLAINE BROTHERS MAINTENANCE, INC. RETIREMENT PLAN | MINNEAPOLIS MN | 376 | $27.2M | $34K |
