Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Brwnadv Sustnbl Gr Inst Mutual Fund in their Schedule of Assets, totaling $276K 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 | DATAMENTORS, LLC DATAMENTORS, LLC 401(K) PROFIT SHARING PLAN | WESLEY CHAPEL FL | 0 | $0 | $257K |
| 2 | CHINESE INFORMATION AND SERVICE CENTER CHINESE INFORMATION AND SERVICE CENTER 401(K) PLAN | SEATTLE WA | 136 | $1.4M | $10K |
| 3 | KAUFMAN TRAILERS, LLC KAUFMAN TRAILERS 401(K) PLAN |
DENTON NC |
| 758 |
| $9.0M |
| $6K |
| 4 | BENNETT STEEL FABRICATION, INC. BENNETT COMPANIES 401(K) PLAN | SAPULPA OK | 108 | $5.8M | $2K |
| 5 | GULF COAST BANK & TRUST COMPANY GULF COAST BANK AND TRUST COMPANY SAVINGS INCENTIVE PLAN | NEW ORLEANS LA | 934 | $71.0M | $1K |
