Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding First Eagle Global I Mutual funds in their Schedule of Assets, totaling $5.2M 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 | WILSON TURNER KOSMO LLP WILSON TURNER KOSMO LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 118 | $30.4M | $3.4M |
| 2 | GTT AMERICAS, LLC GTT AMERICAS 401(K) PLAN | ARLINGTON VA | 647 | $76.2M | $1.2M |
| 3 | JASMINE VINEYARDS, INC. JASMINE VINEYARDS, INC. PROFIT SHARING PLAN |
DELANO CA |
| 548 |
| $11.2M |
| $472K |
| 4 | BESTWAY RENTAL, INC. BESTWAY RENTAL, INC. 401(K) PLAN | RICHARDSON TX | 250 | $8.7M | $29K |
| 5 | CENTRAL OUTREACH WELLNESS CENTER, LLC CENTRAL OUTREACH WELLNESS CENTER, LLC CASH BALANCE PENSION PLAN | PITTSBURGH PA | 170 | $2.1M | $17K |