Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Opportunities Fund Brown Advisory Brown Advisory Sustainable in their Schedule of Assets, totaling $16K 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 | COUNSELING CONNECTION, INC. COUNSELING CONNECTION, INC. 401(K) SAVINGS PLAN | LIBERTYVILLE IL | 261 | $7.7M | $16K |
