Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding BrandywineGLOBAL Global Opp Bond IS Mutual fund in their Schedule of Assets, totaling $458K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JAMS, INC. JAMS, INC. 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 327 | $58.3M | $208K |
| 2 | ENERFAB, INC. HBH HOLDINGS, INC. 401(K) | CINCINNATI OH | 554 | $56.7M | $117K |
| 3 | AVANIA, LLC AVANIA 401(K) RETIREMENT PLAN | MARLBOROUGH MA |
| 138 |
| $19.5M |
| $96K |
| 4 | NATIONAL VALUATION CONSULTANTS, INC. NATIONAL VALUATION CONSULTANTS, INC. 401(K) PLAN | CENTENNIAL CO | 103 | $23.3M | $37K |
