Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Avnts Us Smcap Val Inst Pooled Separate Account in their Schedule of Assets, totaling $166K 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 | MEDICAL CITY DALLAS MANAGEMENT, LTD. MEDICAL CITY DALLAS MANAGEMENT, LTD. 401(K) PROFIT SHARING PLAN | DALLAS TX | 100 | $18.5M | $112K |
| 2 | CHESAPEAKE EMPLOYERS' INSURANCE COMPANY CHESAPEAKE EMPLOYERS' INSURANCE COMPANY 401(K) PLAN | TOWSON MD | 252 | $25.4M | $38K |
| 3 | C. ROSS MANAGEMENT, LLC |
BOLINGBRAKE GA |
| 704 |
| $2.7M |
| $7K |
| 4 | SPIRIT BANKCORP, INC. SPIRIT BANKCORP, INC. 401(K) PLAN AND TRUST | TULSA OK | 124 | $13.7M | $5K |
| 5 | SHINHAN BANK AMERICA SHINHAN BANK AMERICA 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 217 | $22.7M | $4K |
