Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Bravera Wealth - Custodial Account Mutual funds in their Schedule of Assets, totaling $11.7M 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 | ABLE, INC. ABLE, INC. 403(B) PLAN | DICKINSON ND | 287 | $13.1M | $11.7M |
