Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Brandywine Global High Yield Fund in their Schedule of Assets, totaling $4.8M 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 | CORE SPECIALTY INSURANCE SERVICES, INC. CORE SPECIALTY INSURANCE SERVICES, INC. 401(K) PLAN | CINCINNATI OH | 1,033 | $182.5M | $3.4M |
| 2 | PANORAMA MORTGAGE GROUP, LLC PANORAMA MORTGAGE GROUP, LLC 401(K) PLAN | LAS VEGAS NV | 224 | $8.7M | $800K |
| 3 | SHREVEPORT TRANSIT MANAGEMENT, INC. |
SHREVEPORT LA |
| 102 |
| $12.8M |
| $252K |
| 4 | TECHNICAL AND PROJECT ENGINEERING, LLC TAPE 401(K) PLAN | ALEXANDRIA VA | 75 | $10.6M | $182K |
| 5 | ARKANSAS HIGHER EDUCATION CONSORTIUM BENEFITS TRUST ARKANSAS HIGHER EDUCATION CONSORTIUM BENEFITS TRUST | MELBOURNE AR | 1,130 | $4.6M | $160K |
