Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Brown Advisory Sust Grw I Fd in their Schedule of Assets, totaling $6.9M 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 | NATURE'S SUNSHINE PRODUCTS, INC. NATURE'S SUNSHINE PRODUCTS, INC. TAX DEFERRED RETIREMENT PLAN | LEHI UT | 422 | $74.2M | $6.5M |
| 2 | CAIPA MSO LLC CAIPA MSO LLC 401(K) PLAN | NEW YORK NY | 141 | $11.2M | $159K |
| 3 | GERTRUDE HAWK BRANDS, INC. GERTRUDE HAWK CHOCOLATES 401(K) PLAN |
DUNMORE PA |
| 420 |
| $23.9M |
| $106K |
| 4 | CREDENCE MANAGEMENT SOLUTIONS LLC CREDENCE MANAGEMENT SOLUTIONS GLOBAL HEALTH 401(K) PROFIT SHARING PLAN | MCLEAN VA | 270 | $23.3M | $83K |
| 5 | NATIONAL EQUITY FUND INC. NATIONAL EQUITY FUND 401(K) RETIREMENT PLAN | CHICAGO IL | 209 | $91.6M | $33K |
| 6 | PERFORMANCE TRUCK AND HOUSTON HEAVY DUTY TRUCK AND TRAILER CLEVELAND MACK SALES, INC. 401(K) PLAN | CLEVELAND TX | 332 | $28.0M | $20K |
| 7 | COMMUNITY SERVICE SOCIETY OF NEW YORK 403(B) PLAN COMMUNITY SERVICE SOCIETY OF NEW YORK 403(B) PLAN | NEW YORK NY | 120 | $15.3M | $14K |
| 8 | NORTHERN PANHANDLE HEAD START, INC. NORTHERN PANHANDLE HEAD START RETIREMENT SAVINGS PROGRAM | WHEELING WV | 119 | $2.8M | $0 |
