Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Brown Advisory Sustainable Growth Fund Registered investment company in their Schedule of Assets, totaling $460K 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 | PROPELLER PROPELLER 401(K) PROFIT SHARING PLAN TRUST | PORTLAND OR | 145 | $22.5M | $404K |
| 2 | PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN | YAKIMA WA | 245 | $34.3M | $55K |
