Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Avantis US Small Cap Value Mutual Fund in their Schedule of Assets, totaling $7.1M 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 | BLUE & CO., LLC BLUE & CO. 401(K) PLAN | CARMEL IN | 559 | $114.6M | $5.0M |
| 2 | BALON CORPORATION BALON CORPORATION 401(K) PLAN AND TRUST | OKLAHOMA CITY OK | 1,098 | $106.3M | $2.1M |
| 3 | PRIMARY PEDIATRICS, P.C. PRIMARY PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN |
MACON GA |
| 117 |
| $12.4M |
| $13K |
