Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Brown Advisory Sustainable Growth I # in their Schedule of Assets, totaling $65.4M 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 | SANDVIK, INC. SANDVIK 401(K) RETIREMENT PLAN | MEBANE NC | 2,603 | $693.0M | $63.2M |
| 2 | INDEPENDENT EMERGENCY PHYSICIANS, P.C. INDEPENDENT EMERGENCY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN | FARMINGTON HILLS MI | 264 | $112.9M | $1.7M |
| 3 | WIELAND DESIGNS, INC. WIELAND DESIGNS, INC. 401(K) PLAN |
GOSHEN IN |
| 168 |
| $12.6M |
| $257K |
| 4 | OXFORD BANK OXFORD BANK EMPLOYEES' RETIREMENT PLAN | OXFORD MI | 140 | $8.5M | $83K |
| 5 | BARINGA PARTNERS, LP BARINGA PARTNERS 401(K) PLAN | NEW YORK NY | 120 | $5.7M | $62K |
| 6 | CAELUM RESEARCH CORPORATION CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN | ROCKVILLE MD | 262 | $10.8M | $60K |
| 7 | THE ARC OF UNION COUNTY, INC. THE ARC OF UNION COUNTY, INC. RETIREMENT PLAN | SPRINGFIELD NJ | 414 | $13.6M | $30K |
| 8 | AMERICAN COMMUNICATIONS SOLUTIONS, LLC AMERICAN COMMUNICATIONS SOLUTIONS, LLC 401(K) PLAN | FAIRFAX STATION VA | 227 | $7.3M | $1K |
