Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Brown Advisory Sustainable Growth Mutual fund in their Schedule of Assets, totaling $646K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KITSAP BANK KITSAP BANK 401(K) PROFIT SHARING PLAN | PORT ORCHARD WA | 258 | $57.3M | $514K |
| 2 | CALIFORNIA FAUCETS, INC. CALIFORNIA FAUCETS, INC. 401(K) PROFIT SHARING PLAN | HUNTINGTON BEACH CA | 231 | $9.0M | $130K |
| 3 | ASCENT CLASSICAL ACADEMIES ASCENT CLASSICAL ACADEMIES 403B PLAN |
GOLDEN CO |
| 28 |
| $711K |
| $3K |
