Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding BR SUSTADV LARGECAPCORE K in their Schedule of Assets, totaling $5.0M 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 | LEGENCE HOLDINGS LLC LEGENCE 401(K) PLAN | SAN JOSE CA | 2,603 | $216.8M | $2.0M |
| 2 | MERCY FOR ANIMALS MERCY FOR ANIMALS RETIREMENT TRUST | LOS ANGELES CA | 96 | $4.0M | $1.9M |
| 3 | ABBOTT LABORATORIES EES C/U ALEC 401(K) RETIREMENT PLAN |
| 94 |
| $13.7M |
| $1.0M |
| 4 | MARINE LAYER PBC MARINE LAYER 401(K) PLAN | SAN FRANCISCO CA | 274 | $6.3M | $35K |
| 5 | HEMPELUSA, INC. HEMPEL (USA), INC. 401(K) PLAN | CONROE TX | 260 | $33.0M | $24K |
