Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding BrandywineGLBL Glbl Opps Bd IS in their Schedule of Assets, totaling $11.6M 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 | HABITAT FOR HUMANITY INTERNATIONAL, INC. HABITAT FOR HUMANITY 403(B) PLAN | AMERICUS GA | 653 | $94.1M | $7.0M |
| 2 | THOMPSON MOTOR GROUP, INC. THE THOMPSON ORGANIZATION 401(K) INCENTIVE SAVINGS PLAN | DOYLESTOWN PA | 447 | $57.2M | $2.3M |
| 3 | STONEFIELD ENGINEERING AND DESIGN, LLC |
RUTHERFORD NJ |
| 177 |
| $8.5M |
| $1.9M |
| 4 | FRED A. MORETON & COMPANY MORETON COMPANIES PROFIT SHARING PLAN | SALT LAKE CITY UT | 230 | $66.5M | $381K |
| 5 | HILLIS-CARNES ENGINEERING ASSOCIATES, INC. HILLIS-CARNES ENGINEERING ASSOCIATES, INC. 401(K) PLAN | ANNAPOLIS JUNCTION MD | 443 | $30.0M | $85K |
| 6 | COMMUNITY ACTION WAYNE COMMUNITY ACTION WAYNE/MEDINA RETIREMENT SAVINGS PLAN | WOOSTER OH | 132 | $8.2M | $53K |
| 7 | EATALY USA, LLC EATALY 401(K) PLAN | NEW YORK NY | 2,968 | $7.8M | $7K |
