Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Brown Advisory Sustainable growth fund in their Schedule of Assets, totaling $80.4M 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 | COMMERZBANK AG COMMERZBANK AKTIENGESELLSCHAFT 401(K) SAVINGS PLAN | NEW YORK NY | 269 | $385.0M | $40.3M |
| 2 | BROWN INVESTMENT ADVISORY & TRUST COMPANY BROWN ADVISORY 401(K) PLAN | BALTIMORE MD | 870 | $275.8M | $25.2M |
| 3 | S.P. RICHARDS COMPANY S.P. RICHARDS 401(K) RETIREMENT PLAN |
ATLANTA GA |
| 1,235 |
| $66.8M |
| $2.7M |
| 4 | WEBCOR CONSTRUCTION LP DBA WEBCOR BUILDERS WEBCOR BUILDERS 401(K) PROFIT SHARING PLAN | ALAMEDA CA | 442 | $133.6M | $2.5M |
| 5 | NCL BAHAMAS LTD. NCLC 401(K) PLAN | MIAMI FL | 4,828 | $330.3M | $2.4M |
| 6 | STOLLE MACHINERY COMPANY, LLC STOLLE MACHINERY COMPANY, LLC 401(K) RETIREMENT PLAN | CENTENNIAL CO | 542 | $77.9M | $2.2M |
| 7 | SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN | MADISON WI | 206 | $110.1M | $1.2M |
| 8 | MAYNARD NEXSEN PC MAYNARD NEXSEN, PC PENSION PLAN | BIRMINGHAM AL | 128 | $57.0M | $819K |
| 9 | CENTRAL NATIONAL GOTTESMAN INC. CENTRAL NATIONAL GOTTESMAN INC. 401(K) PLAN | PURCHASE NY | 1,440 | $322.4M | $772K |
| 10 | REDWOOD LOGISTICS, LLC REDWOOD LOGISTICS, LLC 401(K) PLAN | CHICAGO IL | 695 | $44.7M | $491K |
