Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 64 U.S. retirement plans report holding Brown & Brown, Inc. in their Schedule of Assets, totaling $46.0M 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 | NATIONWIDE MUTUAL INSURANCE COMPANY NATIONWIDE SAVINGS PLAN | COLUMBUS OH | 22,626 | $8.3B | $7.9M |
| 2 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $4.5M |
| 3 | AMERIPRISE FINANCIAL, INC. AMERIPRISE FINANCIAL 401(K) PLAN |
MINNEAPOLIS MN |
| 8,958 |
| $3.6B |
| $3.8M |
| 4 | TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND NATIONAL ELECTRICAL BENEFIT FUND | ROCKVILLE MD | 343,794 | $20.4B | $3.5M |
| 5 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $3.0M |
| 6 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $1.8M |
| 7 | CITIGROUP INC. THE CITIGROUP PENSION PLAN | STAMFORD CT | 14,217 | $10.0B | $1.8M |
| 8 | FEDERATED MUTUAL INSURANCE COMPANY FEDERATED MUTUAL RETIREMENT PLAN | OWATONNA MN | 2,699 | $788.7M | $1.7M |
| 9 | A. O. SMITH CORPORATION A. O. SMITH CORPORATION MASTER TRUST | MILWAUKEE WI | — | $595.1M | $1.2M |
| 10 | FMR LLC FIDELITY RETIREE HEALTH REIMBURSEMENT PLAN | BOSTON MA | 69,196 | $953.6M | $1.2M |
