Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding FIRST EAGLE GLOBAL FD CL R6 MUTUAL FUNDS in their Schedule of Assets, totaling $9.4M 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 | KAUFMAN & CANOLES, A PROFESSIONAL CORPORATION KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN | NORFOLK VA | 209 | $195.6M | $6.0M |
| 2 | CODONICS, INC. CODONICS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MIDDLEBURG HEIGHTS OH | 124 | $23.7M | $3.2M |
| 3 | RG5 LLC RG5 LLC 401K PLAN |
FAIRFAX VA |
| 74 |
| $33.8M |
| $72K |
| 4 | PARASOLE RESTAURANT HOLDINGS, INC. PARASOLE EMPLOYEE 401(K) PROFIT SHARING & SAVINGS PLAN | EDINA MN | 500 | $8.8M | $52K |
| 5 | TITLE FINANCIAL CORPORATION TITLE FINANCIAL CORPORATION 401(K) PLAN | BLACKFOOT ID | 393 | $32.6M | $22K |
