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 I Fund in their Schedule of Assets, totaling $125.5M 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 | EMCOR GROUP, INC. EMCOR GROUP, INC. 401(K) SAVINGS PLAN | NORWALK CT | 12,965 | $1.7B | $116.8M |
| 2 | EMCOR GROUP, INC. EMCOR GROUP, INC. AND SUBSIDIARIES UNION EMPLOYEES' 401(K) PLAN | NORWALK CT | 792 | $50.0M | $5.4M |
| 3 | EMCOR FACILITIES SERVICES, INC. EMCOR FACILITIES SERVICES, INC. FIELD EMPLOYEES' 401(K) PLAN |
NORWALK CT |
| 2,669 |
| $39.4M |
| $2.4M |
| 4 | EMCOR FACILITIES SERVICES, INC. THE JOINT VENTURE COMPANIES EMPLOYEES 401(K) PLAN | NORWALK CT | 0 | $7.0M | $959K |
