Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding First Eagle First Eagle Global Fund Class I in their Schedule of Assets, totaling $9.7M 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 | MICHIGAN HEALTHCARE PROFESSIONALS, P.C. MICHIGAN HEALTHCARE PROFESSIONALS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | FARMINGTON HILLS MI | 588 | $84.5M | $3.7M |
| 2 | MICHIGAN HEALTHCARE PROFESSIONALS, P.C. MICHIGAN HEALTHCARE PROFESSIONALS, P.C. 401(K) PLAN AND TRUST | FARMINGTON HILLS MI | 1,780 | $68.9M | $3.3M |
| 3 |
| — |
| 1,119 |
| $48.5M |
| $1.4M |
| 4 | DFCU FINANCIAL DFCU FINANCIAL 401(K) PLAN | DEARBORN MI | 626 | $130.7M | $951K |
| 5 | VANGUARD DIRECT, INC. VANGUARD DIRECT 401(K) RETIREMENT PLAN | NEW YORK NY | 133 | $24.7M | $371K |
| 6 | SANITAS USA, INC. SANITAS USA, INC. 401(K) PLAN | DORAL FL | 2,102 | $21.5M | $24K |
| 7 | GUIDEWELL SANITAS I LLC GUIDEWELL SANITAS I, LLC 401(K) PLAN | MIAMI FL | 1,611 | $7.8M | $12K |
