Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Brown Advisory Sustainable Growth Fund Institutional Shares Mutual Fund in their Schedule of Assets, totaling $506K 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 | CTC GLOBAL CORPORATION CTC GLOBAL CORPORATION 401(K) PLAN | IRVINE CA | 295 | $19.0M | $401K |
| 2 | ELME COMMUNITIES ELME COMMUNITIES 401K PLAN | BETHESDA MD | 253 | $28.0M | $66K |
| 3 | CHESAPEAKE EMPLOYERS' INSURANCE COMPANY CHESAPEAKE EMPLOYERS' INSURANCE COMPANY 401(K) PLAN |
TOWSON MD |
| 252 |
| $25.4M |
| $20K |
| 4 | IMPACT MHC MANAGEMENT, LLC IMPACT MHC MANAGEMENT, LLC 401(K) PLAN | CEDAREDGE CO | 229 | $4.3M | $18K |
