Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding First Eagle Global I Mutual fund 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 | JUSTICE RESOURCE INSTITUTE, INC. PENSION PLAN OF JUSTICE RESOURCE INSTITUTE, INC. | NEEDHAM MA | 1,921 | $168.0M | $5.9M |
| 2 | MCCREARY, VESELKA, BRAGG & ALLEN P.C. MCCREARY,VESELKA,BRAGG & ALLEN, P.C. 401(K) PROFIT SHARING PLAN & TRUST | ROUND ROCK TX | 193 | $26.5M | $1.8M |
| 3 | PELLI CLARKE & PARTNERS |
NEW HAVEN CT |
| 71 |
| $20.2M |
| $602K |
| 4 | QUALIS CORPORATION QUALIS 401(K) PLAN | HUNTSVILLE AL | 293 | $45.7M | $174K |
| 5 | NLP ENTERPRISES INC. NLP ENTERPRISES INC. DAVIS-BACON PENSION PLAN AND TRUST | OWINGS MILLS MD | 104 | $8.5M | $63K |
| 6 | MWH, LLC SIMMS RESTAURANT GROUP 401(K) PLAN | EL SEGUNDO CA | 395 | $1.7M | $12K |