Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Brown & Brown Inc Common in their Schedule of Assets, totaling $2.2M 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 | JOINT PENSION FUND LOCAL UNION 164 IBEW JOINT PENSION FUND LOCAL UNION IBEW | ROSELAND NJ | 1,746 | $599.4M | $806K |
| 2 | REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) PENSION FUND REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) PENSION PLAN | WEST TRENTON NJ | 1,868 | $409.9M | $511K |
| 3 | PLUMBERS LOCAL 9 PENSION FUND |
WEST TRENTON NJ |
| 738 |
| $307.7M |
| $454K |
| 4 | BOARD OF TRUSTEES PENSION PLAN OF STEAMFITTERS PENSION FUND LOCAL 475 PENSION PLAN OF STEAMFITTERS PENSION FUND 475 | WARREN NJ | 451 | $198.3M | $336K |
| 5 | JOINT WELFARE FUND LOCAL UNION 164 IBEW JOINT WELFARE FUND OF LOCAL UNION 164 IBEW | ROSELAND NJ | 2,291 | $186.7M | $93K |