Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding AVNTS EMRG MKT EQ INST MUTUAL FUND in their Schedule of Assets, totaling $2.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AUSTRIAN MOTORS CORP. AUSTRIAN MOTORS CORP. 401(K) PROFIT-SHARING PLAN | GAITHERSBURG MD | 605 | $64.1M | $1.1M |
| 2 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $963K |
| 3 | J.V. MANUFACTURING, INC. |
SPRINGDALE AR |
| 354 |
| $18.7M |
| $297K |
| 4 | FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) | LAWRENCEVILLE NJ | 592 | $57.1M | $205K |
| 5 | M. R. WILLIAMS, INC. M. R. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN | HENDERSON NC | 581 | $10.8M | $87K |
| 6 | CD PEO PLUS, LLC PEOPLE PREMIER 401(K) RETIREMENT PLAN | CLEARWATER FL | 272 | $4.0M | $64K |
| 7 | WESTMINSTER CHRISTIAN SCHOOL WESTMINSTER CHRISTIAN SCHOOL 403(B) PLAN | PALMETTO BAY FL | 249 | $6.4M | $63K |
| 8 | MEDICAL MANAGEMENT & REHAB SERVICES INC. MEDICAL MANAGEMENT & REHAB SERVICES INC. 401(K) PROFIT SHARING PLAN AND TRUST | LINTHICUM MD | 216 | $3.7M | $59K |
| 9 | LULA-WESTFIELD, L.L.C. LULA-WESTFIELD, L.L.C. SAVINGS PLAN | PAINCOURTVILLE LA | 127 | $15.4M | $8K |
| 10 | CHINESE INFORMATION AND SERVICE CENTER CHINESE INFORMATION AND SERVICE CENTER 401(K) PLAN | SEATTLE WA | 136 | $1.4M | $7K |
