Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Brandywineglobal – Global Opps Bond IS in their Schedule of Assets, totaling $6.2M 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 | TRIHEALTH, INC. TRIHEALTH 401(K) RETIREMENT SAVINGS PLAN | CINCINNATI OH | 12,897 | $1.4B | $6.1M |
| 2 | SAN FRANCISCO FIRE CREDIT UNION SAN FRANCISCO FIRE CREDIT UNION 401(K) PLAN & TRUST | SAN FRANCISCO CA | 168 | $30.2M | $63K |
| 3 | GLOBAL STEERING SYSTEMS, LLC GLOBAL STEERING SYSTEMS, LLC 401(K) PLAN |
WATERTOWN CT |
| 242 |
| $9.0M |
| $27K |
| 4 | BAUER, INC. BAUER, INC. 401(K) PLAN | BRISTOL CT | 90 | $12.6M | $10K |
| 5 | UTAH YOUTH VILLAGE, INC. UTAH YOUTH VILLAGE, INC. PROFIT SHARING PLAN | SALT LAKE CITY UT | 120 | $13.6M | $2K |
