Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Brown & Brown Inc. Stock in their Schedule of Assets, totaling $3.2M 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 | TRUSTEES LOCAL 338 RETIREMENT FUND LOCAL 338 RETIREMENT FUND | MINEOLA NY | 1,749 | $607.0M | $2.3M |
| 2 | BOARD OF TRUSTEES SOFT DRINK AND BREWERY WORKERS SOFT DRINK AND BREWERY WORKERS UNION LOCAL 812 RETIREMENT FUND | GREAT NECK NY | 1,656 | $973.8M | $887K |
