Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Brown Advisory Sus Grwth Instl Mutual Funds in their Schedule of Assets, totaling $406K 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 | CUSHING ACADEMY CUSHING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | ASHBURNHAM MA | 172 | $53.7M | $406K |
