Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding BrandywineGLOBAL Global Opportunities Bond Fund " in their Schedule of Assets, totaling $679K 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 | HEAT TRANSFER SOLUTIONS, INC. HTS ENGINEERING, LTD 401(K) PLAN | HOUSTON TX | 378 | $21.5M | $408K |
| 2 | BELMONT CAPITAL LLC BELMONT CAPITAL TAX DEFERRED SAVINGS PLAN AND TRUST | BOSTON MA | 536 | $42.2M | $180K |
| 3 | MASONIC HOMES OF KENTUCKY, INC. MASONIC HOMES OF KENTUCKY, INC. RETIREMENT SAVINGS PLAN |
MASONIC HOME KY |
| 649 |
| $10.6M |
| $49K |
| 4 | THE POLO CLUB OF BOCA RATON, POA, INC. THE POLO CLUB OF BOCA RATON, POA, INC. 401(K) PROFIT SHARING PLAN | BOCA RATON FL | 278 | $10.8M | $26K |
| 5 | LONE STAR INSTRUMENTATION AND ELECTRIC CORPORATION LONE STAR CORPORATION 401K PLAN | ODESSA TX | 177 | $7.1M | $14K |
| 6 | MARKETING BY DESIGN, LLC MARKETING BY DESIGN, LLC 401(K) PLAN | BEVERLY MA | 90 | $8.3M | $2K |
