Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding First Eagle Global Fund; Class I in their Schedule of Assets, totaling $10.0M 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 | CHENEY BROTHERS, INC. CHENEY BROTHERS, INC. 401(K) PLAN | RIVIERA BEACH FL | 2,905 | $115.0M | $5.3M |
| 2 | CATIC FINCNCIAL, INC. CATIC FINANCIAL, INC. 401(K) PLAN | ROCKY HILL CT | 251 | $52.1M | $1.8M |
| 3 | MARTIGNETTI COMPANIES OF CONNECTICUT, LLC D/B/A/ HARTLEY & PARKER EMPLOYEES' RETIREMENT PLAN OF HARTLEY & PARKER LIMITED, INC. |
TAUNTON MA |
| 167 |
| $31.8M |
| $1.5M |
| 4 | MADIX, INC. MADIX, INC. 401(K) PROFIT SHARING PLAN | TERRELL TX | 2,389 | $72.9M | $457K |
| 5 | MASIMO CORPORATION MASIMO RETIREMENT SAVINGS PLAN | IRVINE CA | 1,561 | $244.1M | $420K |
| 6 | ORTHOPAEDIC AND SPORTS MEDICINE CENTER - NORMAN, P ORTHOPAEDIC AND SPORTS MEDICINE CENTER - NORMAN, P. C. 401(K) AND PROFIT SHARING PLAN | NORMAN OK | 53 | $6.4M | $406K |
| 7 | CREST FURNITURE INC CREST FURNITURE INC 401(K) PROFIT SHARING PLAN & TRUST | DAYTON NJ | 215 | $4.7M | $89K |
| 8 | BLANCHARD MACHINERY COMPANY, A SOUTH CAROLINA CORPORATION BLANCHARD MACHINERY COMPANY 401(K) PROFIT SHARING PLAN | WEST COLUMBIA SC | 797 | $75.2M | $54K |
| 9 | H.C. STARCK INC. H. C. STARCK INC. SAVINGS AND RETIREMENT PLAN | NEWTON MA | 409 | $129.4M | $26K |
