Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Shares of registered investment companies Avantis Avantis U.S. Large Cap Value Fund Instl in their Schedule of Assets, totaling $619K 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 | YORKTOWN SYSTEMS GROUP YORKTOWN SYSTEMS GROUP 401(K) PLAN | HUNTSVILLE AL | 458 | $18.1M | $619K |
