Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Brown Advisory Sustainable Growth Fund Mutual fund in their Schedule of Assets, totaling $4.6M 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 | NAVY MUTUAL AID ASSOCIATION NAVY MUTUAL AID ASSOCIATION EMPLOYEES' RETIREMENT PLAN | ARLINGTON VA | 37 | $30.1M | $3.4M |
| 2 | SABAN CAPITAL GROUP LLC SABAN CAPITAL GROUP LLC 401(K) AND RETIREMENT PLAN | LOS ANGELES CA | 63 | $29.9M | $416K |
| 3 | CROWN AUTO DEALERSHIPS, INC. |
ST. PETESBURG FL |
| 1,273 |
| $56.0M |
| $268K |
| 4 | ACCOUNTINGDEPARTMENT.COM, LLC ACCOUNTINGDEPARTMENT.COM, LLC 401(K) PLAN | NAPLES FL | 172 | $8.3M | $140K |
| 5 | DIGITAL DOMAIN 3.0, INC. DIGITAL DOMAIN, INC. 401(K) EMPLOYEE SAVINGS PLAN | LOS ANGELES CA | 155 | $41.6M | $130K |
| 6 | POWER SYSTEMS & CONTROLS, INC. POWER SYSTEMS & CONTROLS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | HENRICO VA | 80 | $9.9M | $104K |
| 7 | LAIRD NORTON WETHERBY TRUST COMPANY, LLC LNW RETIREMENT PLAN | SEATTLE WA | 191 | $57.7M | $27K |
| 8 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 218 | $27.9M | $17K |
| 9 | CHINESE INFORMATION AND SERVICE CENTER CHINESE INFORMATION AND SERVICE CENTER 401(K) PLAN | SEATTLE WA | 136 | $1.4M | $10K |
| 10 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 154 | $19.7M | $3K |
