Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Brown Advisory Brown Advisory Sustainable Growth in their Schedule of Assets, totaling $6.8M 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 | EAGLEPICHER TECHNOLOGIES, LLC EAGLEPICHER RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 753 | $83.7M | $5.1M |
| 2 | SUPER RADIATOR COILS LIMITED PARTNERSHIP SUPER RADIATOR COILS 401(K) PLAN | CHASKA MN | 553 | $54.1M | $1.4M |
| 3 | MERCY SHIPS 403(B) RETIREMENT PLAN OF MERCY SHIPS |
LINDALE TX |
| 430 |
| $9.3M |
| $233K |
| 4 | CHERRY STREET SERVICES, INC. CHERRY HEALTH 403(B) RETIREMENT PLAN | GRAND RAPIDS MI | 710 | $42.5M | $79K |
