Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BR ADV SM CAP CORE K Mutual fund in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NN, INC. NN, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 989 | $127.0M | $1.2M |
| 2 | WINPAK FILMS INC. WINPAK FILMS INC. 401(K) SAVINGS PLAN | SENOIA GA | 352 | $36.0M | $210K |
| 3 | PRIVIA MEDICAL GROUP WASHINGTON, PLLC PRIVIA MEDICAL GROUP WASHINGTON, PLLC 401K PLAN |
WALLA WALLA WA |
| 256 |
| $51.3M |
| $63K |
