Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding BrandywineGLOBAL Global Opportunities Bond Fund Class IS in their Schedule of Assets, totaling $877K 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 | ZAYO GROUP HOLDINGS, INC. ZAYO GROUP HOLDINGS, INC. 401(K) PLAN | BOULDER CO | 2,724 | $357.3M | $542K |
| 2 | WATERS TECHNOLOGIES CORPORATION THE WATERS HEALTH CARE REIMBURSEMENT PLAN FOR RETIREES | MILFORD MA | 665 | $19.8M | $335K |
