Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Brown Advisory Sustainable Growth in their Schedule of Assets, totaling $13.1M 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 | WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | MINNEAPOLIS MN | 40,642 | $8.3B | $10.6M |
| 2 | HARRISBURG UNIVERSITY OF SCIENCE & TECHNOLOGY HARRISBURG UNIVERSITY OF SCIENCE & TECHNOLOGY 403(B) PLAN | HARRISBURG PA | 351 | $35.6M | $2.0M |
| 3 | OFFIT KURMAN, P.A. |
BETHESDA MD |
| 524 |
| $86.9M |
| $245K |
| 4 | BLUE RIDGE BANKSHARES, INC. BLUE RIDGE BANKSHARES, INC. 401(K) PLAN | RICHMOND VA | 444 | $27.4M | $169K |
| 5 | SNOHOMISH COUNTY PUBLIC DEFENDER ASSOCIATION SNOHOMISH COUNTY PUBLIC DEFENDER ASSOCIATION 403(B) PLAN | EVERETT WA | 162 | $25.3M | $48K |
| 6 | ANDERSON HAY & GRAIN CO., INC. ANDERSON GROUP 401(K) SAVINGS PLAN | ELLENSBURG WA | 164 | $14.0M | $30K |
