Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding First Eagle First Eagle Global I in their Schedule of Assets, totaling $11.4M 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 | LINCOLN INVESTMENT PLANNING, LLC LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN | FORT WASHINGTON PA | 467 | $116.5M | $5.0M |
| 2 | EYE SURGEONS OF RICHMOND, INC. EYE SURGEONS OF RICHMOND, INC. PROFIT SHARING PLAN & TRUST | RICHMOND VA | 335 | $68.8M | $2.2M |
| 3 | BARRIOS TECHNOLOGY |
HOUSTON TX |
| 816 |
| $135.3M |
| $1.9M |
| 4 | BECKHOFF AUTOMATION, LLC BECKHOFF AUTOMATION 401(K) PLAN | SAVAGE MN | 268 | $43.3M | $1.4M |
| 5 | COMMONWEALTH PRIMARY CARE, INC. COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | RICHMOND VA | 211 | $41.7M | $844K |
| 6 | PARKINSON FOUNDATION, INC. PARKINSON'S FOUNDATION RETIREMENT PLAN | MIAMI FL | 169 | $11.0M | $77K |