Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding BROWN ADVISORY SUSTAINABLE GWTH INV in their Schedule of Assets, totaling $44K 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 | GEMINI FINANCIAL SERVICES CORPORATION GEMINI FINANCIAL SERVICES CORP. 401(K) PLAN | JACKSONVILLE FL | 116 | $6.2M | $44K |
