Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Brandywine Brandywine GLOBAL Corporate Credit Fund in their Schedule of Assets, totaling $815K 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 | MORGAN & MORGAN P A MORGAN & MORGAN P A 401(K) PROFIT SHARING PLAN AND TRUST | ORLANDO FL | 4,754 | $192.7M | $812K |
| 2 | SANDSTONE CARE COLORADO, LLC SANDSTONE CARE 401(K) PLAN | DENVER CO | 450 | $8.0M | $3K |
