BROWN ADVISORY
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
104
Active participants
391,328
Total plan assets
$103.9B
Filings (rows)
104
Direct comp
$13.7M
Indirect comp
$259K
Aggregating 6 name variants under "BROWN ADVISORY"
SERVICES PROVIDED
Other85
Advisor / Consultant19
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| BROWN ADV SUSTAINABLE GROWTH CT | 2 |
| BROWN ADV SM CAP GR CT; CL 2 | 1 |
Top plans served
All 104 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| L3HARRIS TECHNOLOGIES, INC. L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST | MELBOURNE, FL | Other | — | $14.1B | $772K |
| L3HARRIS TECHNOLOGIES, INC. L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST | MELBOURNE, FL | Other | — | $12.8B | $1.3M |
| WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | SAN FRANCISCO, CA | Other NONE | 53,528 | $8.8B | $85K |
| WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | SAN FRANCISCO, CA | Other NONE | 46,875 | $8.8B | $156K |
| WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | MINNEAPOLIS, MN | Other NONE | 40,642 | $8.3B | $193K |
| BOARD OF TRUSTEES, SO CA UFCW UNIONS & FOOD EMPLOYERS SOUTHERN CALIFORNIA UFCW UNIONS AND FOOD EMPLOYERS JOINT PENSION TRUST FUND | CYPRESS, CA | Other NONE | 51,823 | $4.9B | $758K |
| TOYOTA MOTOR NORTH AMERICA, INC. TOYOTA MOTOR SALES, U.S.A., INC. PENSION PLAN | PLANO, TX | Other N/A | 5,129 | $4.9B | $807K |
| TOYOTA MOTOR NORTH AMERICA, INC. TOYOTA MOTOR SALES, U.S.A., INC. PENSION PLAN | PLANO, TX | Other N/A | 4,646 | $4.6B | $403K |
| TOYOTA MOTOR NORTH AMERICA, INC. TOYOTA MOTOR SALES, U.S.A., INC. PENSION PLAN | PLANO, TX | Other N/A | 4,644 | $4.5B | $869K |
| TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL, MN | Other NONE | 27,531 | $4.2B | $645K |
| TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL, MN | Other NONE | 27,092 | $4.2B | $588K |
| TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL, MN | Other NONE | 24,716 | $3.9B | $595K |
| AIR PRODUCTS AND CHEMICALS, INC. AIR PRODUCTS AND CHEMICALS MASTER TRUST | ALLENTOWN, PA | Advisor / Consultant INVESTMENT MANAGER | — | $2.5B | $219K |
| INTERNATIONAL MOTORS, LLC NAVISTAR, INC. RETIREE HEALTH BENEFIT AND LIFE INSURANCE PLAN | LISLE, IL | Other NONE | 0 | $1.2B | $82K |
| NAVISTAR, INC. NAVISTAR, INC. RETIREE HEALTH BENEFIT AND LIFE INSURANCE PLAN | LISLE, IL | Other NONE | 0 | $1.2B | $71K |
| BOARD OF TRUSTEES OF THE STEAMSHIP TRADE ASSOCIATION OF BALTIMORE, STEAMSHIP TRADE ASSOCIATION OF BALTIMORE, INCORPORATED - INTERNATIONAL LONGSHOREMEN'S ASSOCIATION PENSION PLAN | BALTIMORE, MD | Other NONE | 1,722 | $1.1B | $606K |
| BOARD OF TRUSTEES OF THE STEAMSHIP TRADE ASSOCIATION OF BALTIMORE, STEAMSHIP TRADE ASSOCIATION OF BALTIMORE, INCORPORATED - INTERNATIONAL LONGSHOREMEN'S ASSOCIATION PENSION PLAN | BALTIMORE, MD | Other NONE | 1,653 | $974.0M | $553K |
| SQUIRE PATTON BOGGS (US) LLP SQUIRE PATTON BOGGS RETIREMENT SAVINGS PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 1,123 | $868.6M | $51K |
| SQUIRE PATTON BOGGS (US) LLP SQUIRE PATTON BOGGS RETIREMENT SAVINGS PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 1,103 | $813.5M | $35K |
| SELECTIVE INSURANCE COMPANY OF AMERICA SELECTIVE INSURANCE RETIREMENT SAVINGS PLAN | BRANCHVILLE, NJ | Other NONE | 2,818 | $764.2M | $0 |
| HANESBRANDS INC. HANESBRANDS INC. MASTER INVESTMENT TRUST FOR DB PL | WINSTON-SALEM, NC | Other INVEST MGR | — | $756.2M | $125K |
| SQUIRE PATTON BOGGS (US) LLP SQUIRE PATTON BOGGS RETIREMENT SAVINGS PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 1,136 | $729.4M | $34K |
| SELECTIVE INSURANCE COMPANY OF AMERICA SELECTIVE INSURANCE RETIREMENT SAVINGS PLAN | BRANCHVILLE, NJ | Other NONE | 2,692 | $676.6M | $0 |
| ATMOS ENERGY CORPORATION ATMOS ENERGY CORPORATION PENSION ACCOUNT PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT MANAGER | 1,717 | $580.5M | $375K |
| ATMOS ENERGY CORPORATION ATMOS ENERGY CORPORATION PENSION ACCOUNT PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT MANAGER | 1,882 | $547.2M | $329K |
| ATMOS ENERGY CORPORATION ATMOS ENERGY CORPORATION PENSION ACCOUNT PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT MANAGER | 2,060 | $509.2M | $286K |
| HAWAII SHEET METAL WORKERS PENSION FUND HAWAII SHEET METAL WORKERS PENSION FUND | HONOLULU, HI | Other NONE | 430 | $316.2M | $25K |
| HAWAII SHEET METAL WORKERS PENSION FUND HAWAII SHEET METAL WORKERS PENSION FUND | HONOLULU, HI | Other NONE | 455 | $289.1M | $18K |
| TRUSTEES OF JACKSONVILLE PLUMBERS AND PIPEFITTERS TRUSTEES OF JACKSONVILLE PLUMBERS AND PIPEFITTERS | GOODLETTSVILLE, TN | Other NONE | 611 | $287.7M | $123K |
| WAREHOUSE EMPLOYEES LOCAL NO. 570 WAREHOUSE EMPLOYEES LOCAL NO. 570 PENSION FUND | BALTIMORE, MD | Other NONE | 836 | $255.2M | $109K |
| TRUSTEES OF JACKSONVILLE PLUMBERS AND PIPEFITTERS PENSION PLAN JACKSONVILLE PLUMBERS AND PIPEFITTERS PENSION PLAN | GOODLETTSVILLE, TN | Other NONE | 938 | $250.5M | $154K |
| WAREHOUSE EMPLOYEES LOCAL NO. 570 WAREHOUSE EMPLOYEES LOCAL NO. 570 PENSION FUND | BALTIMORE, MD | Other NONE | 795 | $233.8M | $84K |
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION DIMENSIONS HEALTH CORPORATION PENSION PLAN | LINTHICUM, MD | Other NONE | 339 | $213.7M | $93K |
| WAREHOUSE EMPLOYEES LOCAL NO. 570 WAREHOUSE EMPLOYEES LOCAL NO. 570 PENSION FUND | BALTIMORE, MD | Other NONE | 771 | $209.5M | $82K |
| BOARD OF TRUSTEES SOUTHERN IRONWORKERS PENSION FUND SOUTHERN IRONWORKERS PENSION FUND | PITTSBURGH, PA | Advisor / Consultant INVESTMENT ADVISOR | 851 | $188.1M | $67K |
| BOARD OF TRUSTEES HAGERSTOWN MOTOR CARRIERS AND HAGERSTOWN MOTOR CARRIERS AND TEAMSTERS PENSION PLAN | HAGERSTOWN, MD | Other NONE | 503 | $186.8M | $64K |
| BOARD OF TRUSTEES SOUTHERN IRONWORKERS PENSION FUND SOUTHERN IRONWORKERS PENSION FUND | PITTSBURGH, PA | Advisor / Consultant INVESTMENT ADVISOR | 874 | $179.1M | $142K |
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION DIMENSIONS HEALTH CORPORATION PENSION PLAN B | LINTHICUM, MD | Other NONE | 70 | $172.3M | $10K |
| BOARD OF TRUSTEES SOUTHERN IRONWORKERS PENSION FUND SOUTHERN IRONWORKERS PENSION FUND | PITTSBURGH, PA | Advisor / Consultant INVESTMENT ADVISOR | 905 | $170.1M | $153K |
| TIDALHEALTH, INC. TIDALHEALTH PENSION PLAN | SALISBURY, MD | Other INVESTMENT MGMT | 4,926 | $163.4M | $17K |
| WILLIAMS & CONNOLLY LLP WILLIAMS & CONNOLLY LLP SAVINGS PLAN AND TRUST | WASHINGTON, DC | Other NONE | 651 | $162.4M | $20K |
| TIDALHEALTH, INC. TIDALHEALTH PENSION PLAN | SALISBURY, MD | Other INVESTMENT MGMT | 4,540 | $158.3M | $16K |
| ROONEY HOLDINGS, INC. ROONEY HOLDINGS, INC. 401(K) SAVINGS PLAN | TULSA, OK | Advisor / Consultant CONSULTANT | 1,950 | $150.7M | $74K |
| TIDALHEALTH, INC. TIDALHEALTH PENSION PLAN | SALISBURY, MD | Other NONE | 4,398 | $148.8M | $18K |
| WILLIAMS & CONNOLLY LLP WILLIAMS & CONNOLLY LLP SAVINGS PLAN AND TRUST | WASHINGTON, DC | Other NONE | 645 | $146.5M | $19K |
| BOARD OF TRUSTEES - MIDWEST PENSION PLAN MIDWEST PENSION PLAN | HILLSIDE, IL | Other SEE ATTACHED - 2 | 1,707 | $132.1M | $80K |
| ROONEY HOLDINGS, INC. ROONEY HOLDINGS, INC. 401(K) SAVINGS PLAN | TULSA, OK | Advisor / Consultant CONSULTANT | 1,658 | $130.0M | $209K |
| BOARD OF TRUSTEES - MIDWEST PENSION PLAN MIDWEST PENSION PLAN | HILLSIDE, IL | Other SEE ATTACHED - 2 | 1,725 | $127.3M | $70K |
| WILLIAMS & CONNOLLY LLP WILLIAMS & CONNOLLY LLP SAVINGS PLAN AND TRUST | WASHINGTON, DC | Other NONE | 614 | $121.2M | $19K |
| HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING FUND HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING | HONOLULU, HI | Other NONE | 439 | $108.9M | $13K |
| HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING FUND HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING | HONOLULU, HI | Other | 571 | $108.3M | $10K |
| HAWAII SHEET METAL WORKERS HEALTH & WELFARE TRUST FUND HAWAII SHEET METAL WORKERS HEALTH & WELFARE TRUST | HONOLULU, HI | Other NONE | 440 | $102.6M | $21K |
| RETA TRUST RETA PLAN | WALNUT CREEK, CA | Other N/A | 23,680 | $101.4M | $21K |
| FLORIDA CRYSTALS CORPORATION MASTER TRUST FOR FLORIDA CRYSTALS PENSION PLANS | WEST PALM BEACH, FL | Other NONE | — | $96.4M | $23K |
| RETA TRUST RETA PLAN | WALNUT CREEK, CA | Other N/A | 22,433 | $95.0M | $21K |
| FLORIDA CRYSTALS CORPORATION MASTER TRUST FOR FLORIDA CRYSTALS PENSION PLANS | WEST PALM BEACH, FL | Other NONE | — | $91.2M | $29K |
| HAWAII SHEET METAL WORKERS HEALTH & WELFARE TRUST FUND HAWAII SHEET METAL WORKERS HEALTH & WELFARE TRUST | HONOLULU, HI | Other NONE | 530 | $88.9M | $7K |
| FEDERAL SIGNAL CORPORATION FEDERAL SIGNAL CORPORATION RETIREMENT PLAN | DOWNERS GROVE, IL | Other NONE | 209 | $82.9M | $6K |
| BOARD OF TRUSTEES, STONE & MARBLE MASONS PENSION FUND STONE AND MARBLE MASONS OF METROPOLITAN WASHINGTON D.C. PENSION FUND | COLUMBIA, MD | Other NONE | 231 | $69.2M | $36K |
| BOARD OF TRUSTEES, STONE & MARBLE MASONS PENSION FUND STONE AND MARBLE MASONS OF METROPOLITAN WASHINGTON D.C. PENSION FUND | COLUMBIA, MD | Other NONE | 233 | $66.4M | $54K |
| CAMBRIDGE TRUST COMPANY CAMBRIDGE BANCORP EMPLOYEE RETIREMENT PLAN | BURLINGTON, MA | Other N/A | 52 | $54.1M | $129K |
| GORDON FEINBLATT LLC GORDON FEINBLATT MONEY PURCHASE PENSION PLAN | BALTIMORE, MD | Other NONE | 98 | $53.8M | $151K |
| BOARD OF TRUSTEES BRICKLAYERS ALLIED CRAFTSMEN PENSION PLAN BRICKLAYERS ALLIED CRAFTSMEN PENSION PLAN LOCAL NO 3 | MAUMEE, OH | Other NONE | 194 | $51.9M | $20K |
| CAMBRIDGE TRUST COMPANY CAMBRIDGE BANCORP EMPLOYEE RETIREMENT PLAN | BURLINGTON, MA | Other N/A | 61 | $50.4M | $165K |
| BOARD OF TRUSTEES BRICKLAYERS ALLIED CRAFTSMEN PENSION PLAN BRICKLAYERS ALLIED CRAFTSMEN PENSION PLAN LOCAL NO 3 | HOLLAND, OH | Other NONE | 213 | $50.0M | $28K |
| BRICKLAYERS & ALLIED CRAFTSMEN LOCAL 1 OF MD, VA & DC BALT CHAPTER PEN BRICKLAYERS & ALLIED CRAFTSMEN LOCAL 1 OF MD, VA & DC BALTIMORE CHAPTER PENSION FUND | TOWSON, MD | Other NONE | 143 | $48.2M | $58K |
| GORDON FEINBLATT LLC GORDON FEINBLATT MONEY PURCHASE PENSION PLAN | BALTIMORE, MD | Other NONE | 97 | $47.4M | $134K |
| BOARD OF TRUSTEES BRICKLAYERS ALLIED CRAFTSMEN PENSION PLAN BRICKLAYERS ALLIED CRAFTSMEN PENSION PLAN LOCAL NO 3 | HOLLAND, OH | Other NONE | 205 | $47.2M | $31K |
| BRICKLAYERS & ALLIED CRAFTSMEN LOCAL 1 OF MD, VA & DC BALT CHAPTER PEN BRICKLAYERS & ALLIED CRAFTSMEN LOCAL 1 OF MD, VA & DC BALTIMORE CHAPTER PENSION FUND | TOWSON, MD | Other NONE | 138 | $46.7M | $9K |
| BRICKLAYERS & ALLIED CRAFTSMEN LOCAL 1 OF MD, VA & DC BALT CHAPTER PEN BRICKLAYERS & ALLIED CRAFTSMEN LOCAL 1 OF MD, VA & DC BALTIMORE CHAPTER PENSION FUND | LAUREL, MD | Other NONE | 117 | $45.7M | $52K |
| KOMLINE-SANDERSON KOMLINE-SANDERSON 401(K) PLAN | PEAPACK, NJ | Other NONE | 380 | $45.1M | $50K |
| SHEPHERD ELECTRIC CO., INC. SHEPHERD ELECTRIC COMPANY INC. 401(K) AND PROFIT SHARING PLAN | BALTIMORE, MD | Advisor / Consultant ADVISOR | 384 | $44.3M | $81K |
| KOMLINE-SANDERSON KOMLINE-SANDERSON 401(K) PLAN | PEAPACK, NJ | Advisor / Consultant INVESTMENT ADVISOR | 444 | $44.0M | $50K |
| SHEPHERD ELECTRIC CO., INC. SHEPHERD ELECTRIC COMPANY INC. 401(K) AND PROFIT SHARING PLAN | BALTIMORE, MD | Advisor / Consultant ADVISOR | 290 | $42.7M | $75K |
| KOMLINE-SANDERSON KOMLINE-SANDERSON 401(K) PLAN | PEAPACK, NJ | Other NONE | 384 | $39.4M | $13K |
| AMERICAN JEWISH COMMITTEE THE RETIREMENT PLAN FOR THE EMPLOYEES OF THE AMERICAN JEWISH COMMITTEE | NEW YORK, NY | Other NONE | 37 | $39.2M | $68K |
| PITCAIRN COMPANY PITCAIRN RETIREMENT PLAN | CONSHOHOCKEN, PA | Other NONE | 14 | $37.4M | $0 |
| PITCAIRN COMPANY PITCAIRN RETIREMENT PLAN | JENKINTOWN, PA | Other NONE | 16 | $37.3M | $0 |
| SHEPHERD ELECTRIC CO., INC. SHEPHERD ELECTRIC COMPANY INC. 401(K) AND PROFIT SHARING PLAN | BALTIMORE, MD | Advisor / Consultant ADVISOR | 254 | $36.9M | $79K |
| PITCAIRN COMPANY PITCAIRN RETIREMENT PLAN | JENKINTOWN, PA | Other NONE | 19 | $36.1M | $0 |
| AMERICAN JEWISH COMMITTEE THE RETIREMENT PLAN FOR THE EMPLOYEES OF THE AMERICAN JEWISH COMMITTEE | NEW YORK, NY | Other NONE | 22 | $28.9M | $44K |
| AMERICAN JEWISH COMMITTEE THE RETIREMENT PLAN FOR THE EMPLOYEES OF THE AMERICAN JEWISH COMMITTEE | NEW YORK, NY | Other NONE | 23 | $28.3M | $67K |
| CAHILL GORDON & REINDEL LLP CAHILL GORDON & REINDEL LLP PENSION PLAN | NEW YORK, NY | Other NONE | 58 | $28.0M | $12K |
| CAHILL GORDON & REINDEL LLP CAHILL GORDON & REINDEL LLP PENSION PLAN | NEW YORK, NY | Other NONE | 71 | $26.8M | $14K |
| CAHILL GORDON & REINDEL LLP CAHILL GORDON & REINDEL LLP PENSION PLAN | NEW YORK, NY | Other NONE | 64 | $26.7M | $10K |
| SHALOM BARANES ASSOCIATES, P.C. SHALOM BARANES ASSOCIATES 401(K) PLAN | WASHINGTON, DC | Other SERVICE PROVIDER | 69 | $24.2M | $0 |
| GLAZIERS LOCAL 387 PENSION PLAN GLAZIERS LOCAL 387 PENSION PLAN | INDIANAPOLIS, IN | Other NONE | 54 | $22.9M | $15K |
| SHALOM BARANES ASSOCIATES, P.C. SHALOM BARANES ASSOCIATES 401(K) PLAN | WASHINGTON, DC | Other SERVICE PROVIDER | 77 | $22.0M | $0 |
| SHALOM BARANES ASSOCIATES, P.C. SHALOM BARANES ASSOCIATES 401(K) PLAN | WASHINGTON, DC | Other SERVICE PROVIDER | 49 | $21.8M | $0 |
| THE CULVER EDUCATIONAL FOUNDATION CULVER EDUCATIONAL FOUNDATION RETIREMENT PLAN | CULVER, IN | Other NONE | 76 | $21.1M | $42K |
| GLAZIERS LOCAL 387 PENSION PLAN GLAZIERS LOCAL 387 PENSION PLAN | INDIANAPOLIS, IN | Other NONE | 59 | $20.8M | $25K |
| ADVANCE BUSINESS SYSTEMS & SUPPLY COMPANY ADVANCE BUSINESS SYSTEMS & SUPPLY COMPANY 401(K) PLAN AND TRUST | COCKEYSVILLE, MD | Other NONE | 132 | $18.5M | $34K |
| BPG REAL ESTATE SERVICES, LLC BPG REAL ESTATE SERVICES 401(K) PLAN | WILMINGTON, DE | Advisor / Consultant ADVISOR | 533 | $16.9M | $39K |
| BPG REAL ESTATE SERVICES, LLC BPG REAL ESTATE SERVICES 401(K) PLAN | WILMINGTON, DE | Advisor / Consultant ADVISOR | 467 | $15.9M | $32K |
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION DIMENSIONS HEALTH CORPORATION PENSION PLAN B | BALTIMORE, MD | Other NONE | 0 | $14.4M | $28K |
| KOGNITIV, INC KOGNITIV, INC. 401(K) PLAN | WABAN, MA | Other NONE | 114 | $14.1M | $0 |
| BPG REAL ESTATE SERVICES, LLC BPG REAL ESTATE SERVICES 401(K) PLAN | WILMINGTON, DE | Advisor / Consultant ADVISOR | 503 | $12.4M | $31K |
| KOGNITIV, INC KOGNITIV, INC. 401(K) PLAN | WABAN, MA | Other NONE | 130 | $10.8M | $0 |
| WHEELER TRUCKING, INC. WHEELER TRUCKING, INC. 401(K) PLAN | FLUSHING, MI | Other NONE | 368 | $9.0M | $0 |
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION DIMENSIONS HEALTH CORPORATION PENSION PLAN | LINTHICUM, MD | Other NONE | 73 | $6.7M | $80K |
| MERCY SHIPS 403(B) RETIREMENT PLAN OF MERCY | LINDALE, TX | Other NONE | 356 | $4.7M | $0 |
| CAMBRIDGE TRUST COMPANY CAMBRIDGE BANCORP EMPLOYEE RETIREMENT PLAN | BURLINGTON, MA | Other N/A | 0 | $10K | $178K |
| THE CULVER EDUCATIONAL FOUNDATION CULVER EDUCATIONAL FOUNDATION RETIREMENT PLAN | CULVER, IN | Other NONE | 0 | $1K | $13K |
| ADVANCE BUSINESS SYSTEMS & SUPPLY COMPANY ADVANCE BUSINESS SYSTEMS & SUPPLY COMPANY 401(K) PLAN AND TRUST | COCKEYSVILLE, MD | Other NONE | 0 | $0 | $14K |