Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding BROWN ADV SUST GROWTH INVESTOR in their Schedule of Assets, totaling $713K 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 | DIAGNOSTIC CONSULTING NETWORK, L DIAGNOSTIC CONSULTING NETWORK, LLC 401(K) PLAN | CARLSBAD CA | 66 | $9.3M | $253K |
| 2 | GUMGUM, INC. GUMGUM, INC. 401(K) PLAN | SANTA MONICA CA | 267 | $26.6M | $211K |
| 3 | MP MATERIALS CORP. MP MATERIALS CORP. 401(K) PLAN |
LAS VEGAS NV |
| 781 |
| $23.3M |
| $146K |
| 4 | VODE LIGHTING, LLC VODE LIGHTING 401(K) PLAN | SONOMA CA | 72 | $7.0M | $63K |
| 5 | ELEPHANTS FOOD GROUP INC. ELEPHANTS FOOD GROUP INC. DBA ELEPHANTS DELICATESSEN 401(K) | PORTLAND OR | 286 | $4.9M | $40K |