Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding First Eagle Global Fund;I Mutual fund in their Schedule of Assets, totaling $10.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ASSOCIATED WHOLESALE GROCERS, INC. ASSOCIATED WHOLESALE GROCERS, INC. RESTATED RETIREMENT PLAN | KANSAS CITY KS | 395 | $179.9M | $7.6M |
| 2 | STONEX GROUP INC. STONEX GROUP INC. 401(K) PLAN | KANSAS CITY MO | 1,824 | $309.2M | $1.5M |
| 3 | KELLER, SCHROEDER & ASSOCIATES, INC |
EVANSVILLE IN |
| 100 |
| $39.1M |
| $1.4M |
