Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Barrow Hanley Global Investors Barrow Hanley Total Return Bond Fund I Shares in their Schedule of Assets, totaling $88.2M 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 | THE NEW YORK RACING ASSOCIATION INC PENSION PLAN FOR UNION EMPLOYEES OF THE NEW YORK RACING ASSOCIATION, INC. | JAMAICA NY | 107 | $120.3M | $69.2M |
| 2 | THE NEW YORK RACING ASSOCIATION INC RETIREMENT PLAN FOR ADMINISTRATIVE AND RACING EMPLOYEES OF THE NEW YORK RACING ASSOCIATION, INC. | JAMAICA NY | 37 | $60.0M | $19.0M |
