Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Brown Advisory in their Schedule of Assets, totaling $11.3M 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 | SUSQUEHANNA UNIVERSITY SUSQUEHANNA UNIVERSITY RETIREMENT PLAN | SELINSGROVE PA | 507 | $158.6M | $5.4M |
| 2 | THE BAUPOST GROUP, L.L.C. BAUPOST GROUP SAVINGS RETIREMENT PLAN | BOSTON MA | 240 | $156.2M | $2.0M |
| 3 | DIVERSIFIED TRUST COMPANY, INC. DIVERSIFIED TRUST COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
MEMPHIS TN |
| 112 |
| $44.6M |
| $1.8M |
| 4 | CHANNELLOCK, INC. RETIREMENT PLAN FOR EMPLOYEES OF CHANNELLOCK, INC | MEADVILLE PA | 78 | $42.0M | $1.7M |
| 5 | ROARK CAPITAL MANAGEMENT LLC ROARK CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | ATLANTA GA | 142 | $43.9M | $399K |
| 6 | HEMENWAY & BARNES LLP HEMENWAY & BARNES 401(K) PLAN | BOSTON MA | 131 | $68.3M | $4K |
