Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Avnts Us Lgcap Val Inst Mutual Fund in their Schedule of Assets, totaling $1.4M 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 | SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN | OMAHA NE | 688 | $50.3M | $451K |
| 2 | 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 | $232K |
| 3 |
OMAHA NE |
| 206 |
| $11.3M |
| $146K |
| 4 | MCALISTER INSTITUTE FOR TREATMENT & EDUCATION, INC. MCALISTER BENEFIT PLAN | EL CAJON CA | 406 | $5.6M | $143K |
| 5 | DATAMENTORS, LLC DATAMENTORS, LLC 401(K) PROFIT SHARING PLAN | WESLEY CHAPEL FL | 0 | $0 | $134K |
| 6 | M. R. WILLIAMS, INC. M. R. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN | HENDERSON NC | 581 | $10.8M | $102K |
| 7 | WESTMINSTER CHRISTIAN SCHOOL WESTMINSTER CHRISTIAN SCHOOL 403(B) PLAN | PALMETTO BAY FL | 249 | $6.4M | $72K |
| 8 | STAFFING 360 SOLUTIONS, INC. STAFFING 360 SOLUTIONS, INC. & SUBSIDIARIES 401(K) PLAN | SHELTON CT | 1,252 | $9.8M | $62K |
| 9 | T. R. MILLER MILL COMPANY, INC. T. R. MILLER MILL COMPANY, INC. SAVINGS AND PROFIT SHARING PLAN | BREWTON AL | 171 | $14.9M | $46K |
| 10 | CHINATOWN COMMUNITY DEVELOPMENT CENTER CHINATOWN CDC 403(B) PLAN | SAN FRANCISCO CA | 257 | $18.2M | $33K |
