Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Avantis in their Schedule of Assets, totaling $5.5M 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 | ADVANCED REFRIGERATION & AIR, INC. ADVANCED REFRIGERATION & AIR, INC. 401(K) PLAN | ORLANDO FL | 129 | $10.5M | $3.2M |
| 2 | KALERIS KALERIS 401(K) PLAN | ALPHARETTA GA | 290 | $62.6M | $2.1M |
| 3 | NATIONAL ASSOCIATION OF COUNTIES NACO 401(K) PLAN |
| 94 |
| $23.2M |
| $227K |
| 4 | MISUMI USA, INC. MISUMI USA, INC. 401(K) SAVINGS PLAN | SCHAUMBURG IL | 367 | $29.8M | $26K |
| 5 | HALL CONTRACTING OF KENTUCKY, INC. HALL CONTRACTING OF KENTUCKY, INC. HEALTH BENEFIT PLAN | LOUISVILLE KY | 155 | $623K | $2K |
