Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Brandywineglobal High Yield Is Mutual Fund in their Schedule of Assets, totaling $927K 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 | YOUNG'S HOLDINGS, INC. YOUNG'S HOLDINGS, INC. 401(K) PLAN | ALISO VIEJO CA | 309 | $39.0M | $517K |
| 2 | THE ADVERTISING CHECKING BUREAU, INC. THE ADVERTISING CHECKING BUREAU, INC. 401(K) PLAN | NEW YORK NY | 289 | $21.3M | $264K |
| 3 | CALISE & SONS BAKERY, INC. CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN |
LINCOLN RI |
| 289 |
| $7.4M |
| $119K |
| 4 | HOUSING AND COMMUNITY SERVICES, INC. D/B/A PROSPERA HOUSING COUMMUNITY PROSPERA HCS EMPLOYEE 401(K) PLAN | SAN ANTONIO TX | 193 | $5.2M | $27K |
