Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Br Adv Sc Core Inst Mutual Fund in their Schedule of Assets, totaling $11.4M 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 | SIMPSON DOOR COMPANY SIMPSON EMPLOYEE SAVINGS PLAN | MCCLEARY WA | 250 | $83.4M | $6.3M |
| 2 | NUMERICA CREDIT UNION NUMERICA CREDIT UNION RETIREMENT PLAN | SPOKANE VALLEY WA | 664 | $87.9M | $2.9M |
| 3 | IDS ENGINEERING GROUP INC. IDS ENGINEERING GROUP INC. 401K PLAN |
HOUSTON TX |
| 127 |
| $20.6M |
| $582K |
| 4 | OSF INTERNATIONAL, INC. OSF INTERNATIONAL 401(K) PLAN | PORTLAND OR | 1,199 | $20.7M | $466K |
| 5 | MACKAY & SPOSITO, INC. MACKAY & SPOSITO, INC. EMPLOYEES 401(K) SAVINGS PLAN | VANCOUVER WA | 162 | $20.1M | $426K |
| 6 | QUESTOR CORP QUESTOR 401(K) PLAN | RENO NV | 49 | $23.0M | $245K |
| 7 | KENDALL DEALERSHIP HOLDINGS, LLC KENDALL AUTOMOTIVE GROUP EMPLOYEES' RETIREMENT PLAN | MERIDIAN ID | 2,621 | $80.2M | $238K |
| 8 | MITUTOYO RESEARCH & DEVELOPMENT AMERICA, INC. MITUTOYO RESEARCH & DEVELOPMENT AMERICA, INC. EMPLOYEES' 401(K) RETIREMENT PLAN AND TRUST | KIRKLAND WA | 93 | $45.3M | $168K |
| 9 | ALLEN FLAVORS, INC. ALLEN FLAVORS, INC. 401(K) PROFIT SHARING PLAN | SOUTH PLAINFIELD NJ | 230 | $21.7M | $78K |
