Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding BrandywineGLOBAL Glb Opp Bd IS Registered Investment Company in their Schedule of Assets, totaling $1.0M 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 | AVL MICHIGAN HOLDING CORPORATION AVL NORTH AMERICA, INC. 401(K) PLAN | PLYMOUTH MI | 505 | $152.0M | $645K |
| 2 | BRUNSWICK AUTO MART, INC. BRUNSWICK AUTO MART, INC. 401(K) PLAN | BRUNSWICK OH | 421 | $32.8M | $112K |
| 3 | PINNACLE ASSET INTEGRITY PINNACLE ASSET INTEGRITY SERVICES 401(K) PLAN |
PASADENA TX |
| 267 |
| $34.9M |
| $70K |
| 4 | TRITECH MARKETING, LLC TRITECH MARKETING 401(K) PLAN | BURR RIDGE IL | 84 | $20.1M | $64K |
| 5 | VISTA PAINT CORPORATION VISTA PAINT CORPORATION 401K SALARY SAVINGS PLAN | FULLERTON CA | 492 | $21.8M | $57K |
| 6 | INTERDESIGN, INC. INTERDESIGN, INC. PROFIT SHARING PLAN | SOLON OH | 190 | $24.0M | $46K |
| 7 | MERCURY PRINT PRODUCTIONS, INC. MERCURY PRINT PRODUCTIONS, INC. PROFIT SHARING/ | ROCHESTER NY | 167 | $12.7M | $5K |
| 8 | CAVINESS & CATES BUILDING AND CAVINESS & CATES BUILDING AND DEVELOPMENT 401(K) | FAYETTEVILLE NC | 134 | $5.3M | $2K |
