Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Brown Advisory Sustainable Growth Fund Institutional Shares in their Schedule of Assets, totaling $8.6M 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 | ENERIC PETROLEUM CORPORATION CAMBRIDGE INVESTMENT GROUP RETIREMENT PLAN | FAIRFIELD IA | 924 | $81.7M | $7.9M |
| 2 | DAVID ZWIRNER INC DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 234 | $36.2M | $644K |
| 3 | NETBASE SOLUTIONS, INC. NETBASE SOLUTIONS, INC. 401(K) PLAN |
SANTA CLARA CA |
| 89 |
| $19.4M |
| $29K |
| 4 | BENNETT STEEL FABRICATION, INC. BENNETT COMPANIES 401(K) PLAN | SAPULPA OK | 108 | $5.8M | $2K |
| 5 | FALCONS MANAGEMENT LLC FALCONS MANAGEMENT 401K PLAN | ATLANTA GA | 445 | $3.3M | $2K |
