Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding BRN ADV SUSTAIN GROWTH INST in their Schedule of Assets, totaling $5.8M 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 | BRISTOL FARMS, INC. BRISTOL FARMS, INC. 401(K) SAVINGS PLAN | CARSON CA | 2,022 | $46.6M | $2.9M |
| 2 | TRAVELZOO TRAVELZOO 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 96 | $22.9M | $1.8M |
| 3 | VAYNERMEDIA VAYNERMEDIA 401(K) RETIREMENT PLAN AND TRUST |
NEW YORK NY |
| 1,146 |
| $84.9M |
| $418K |
| 4 | AVANTUS LLC AVANTUS LLC 401(K) PROFIT SHARING PLAN AND TRUST | SAN DIEGO CA | 160 | $41.7M | $173K |
| 5 | ZEFR ZEFR 401(K) PLAN | LOS ANGELES CA | 160 | $17.2M | $118K |
| 6 | 8MINUTE SOLAR ENERGY LLC 8MINUTE SOLAR ENERGY, LLC 401(K) PROFIT SHARING PLAN AND TRUST | EL DORADO HILLS CA | 194 | $21.6M | $108K |
| 7 | FOXHOLE TECHNOLOGY, INC. FOXHOLE TECHNOLOGY 401K PLAN | HERNDON VA | 165 | $18.4M | $89K |
| 8 | BLUPEAK CREDIT UNION BLUPEAK CREDIT UNION 401(K) & BENEFIT SHARING PLAN | SAN DIEGO CA | 109 | $29.0M | $88K |
| 9 | DAEWON AMERICA, INC. DAEWON AMERICA INC 401K PLAN | OPELIKA AL | 147 | $4.0M | $53K |
| 10 | QUIXOTE STUDIOS, LLC QUIXOTE STUDIOS LLC 401K PLAN | WEST HOLLYWOOD CA | 257 | $6.6M | $32K |
