Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BR ADV SC CORE INST 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 | GRAYMONT, INC. GRAYMONT U. S. NON-UNION 401(K) RETIREMENT PLAN | — | 478 | $101.0M | $981K |
| 2 | GROCERY HAULERS, INC. GROCERY HAULERS, INC. 401(K) PLAN | ISELIN NJ | 265 | $28.8M | $369K |
| 3 | GRAYMONT (PA) INC. GRAYMONT (PA) UNION 401(K) PLAN |
| — |
| 131 |
| $10.3M |
| $43K |
