Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BrandywineGLOBAL High Yield Fund; Class IS in their Schedule of Assets, totaling $2.9M 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 | TRADEWIND GROUP, INC. TRADEWIND GROUP, INC PROFIT SHARING 401(K) PLAN | HONOLULU HI | 439 | $125.7M | $2.8M |
| 2 | NATIONAL MORTGAGE & FINANCE CO LTD NATIONAL MORTGAGE AND FINANCE COMPANY, LIMITED PROFIT SHARING 401(K) PLAN | HONOLULU HI | 88 | $14.5M | $63K |
| 3 | INTELEPEER CLOUD COMMUNICATIONS, LLC |
CENTENNIAL CO |
| 272 |
| $15.3M |
| $14K |
