Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Brown Advisory Sustainable Growth Shares of registered investment companies in their Schedule of Assets, totaling $224K 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 | NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC. NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN | PORTLAND OR | 104 | $25.5M | $224K |
