Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Brandywine BrandywineGLOBAL Glb Opp Bd IS in their Schedule of Assets, totaling $74K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DONOR ALLIANCE, INC. DONOR ALLIANCE, INC. 401K PLAN AND TRUST | DENVER CO | 208 | $34.0M | $57K |
| 2 | MERLO CONSTRUCTION COMPANY, INC. MERLO CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MILFORD MI | 144 | $5.7M | $18K |