Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding First Eagle First Eagle Overseas I in their Schedule of Assets, totaling $8.5M 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 | SOCIETY FOR HUMAN RESOURCE MANAGEMENT SOCIETY FOR HUMAN RESOURCE MANAGEMENT PENSION PLAN AND TRUST | ALEXANDRIA VA | 263 | $89.0M | $6.1M |
| 2 | NATIONAL SCHOOL BOARDS ASSOCIATION NATIONAL SCHOOL BOARDS ASSOCIATION PENSION PLAN | ALEXANDRIA VA | 3 | $30.6M | $1.2M |
| 3 | BECKHOFF AUTOMATION, LLC |
SAVAGE MN |
| 268 |
| $43.3M |
| $1.1M |