Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding First Eagle Gold Fund # in their Schedule of Assets, totaling $48.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | H.E.BUTT GROCERY COMPANY H-E-B SAVINGS & RETIREMENT PLAN | SAN ANTONIO TX | 113,055 | $4.3B | $46.6M |
| 2 | NESTEGGS RETIREMENT PLAN SERVICES, INC. COGENT BANK MASTER POOLED 401(K) PLAN FOR COGENT BANK | JACKSONVILLE FL | 612 | $29.8M | $866K |
| 3 | HARTREE PARTNERS, LP HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN |
NEW YORK NY |
| 394 |
| $95.2M |
| $514K |
| 4 | COGHLIN COMPANIES, INC. COGHLIN COMPANIES EMPLOYEE PROFIT SHARING PLAN AND TRUST | WESTBOROUGH MA | 700 | $57.7M | $303K |
| 5 | NESTEGGS RETIREMENT PLAN SERVICES, INC. FARTHER PEP | JACKSONVILLE FL | 548 | $37.4M | $212K |
| 6 | HANSEL ENTERPRISES, INC. HANSEL DEALERSHIPS' GROUP SALARY SAVINGS PLAN | PETALUMA CA | 494 | $46.9M | $109K |
| 7 | NESTEGGS RETIREMENT PLAN SERVICES, INC. SECURITY 101 HOLDINGS, LLC POOLED EMPLOYER PLAN | JACKSONVILLE FL | 407 | $19.6M | $106K |
| 8 | C3.AI, INC. C3.AI, INC. 401(K) PLAN | REDWOOD CITY CA | 785 | $60.1M | $78K |
| 9 | HR DELIVERED LLC HRD RETIREMENT SAVINGS PLAN | JACKSONVILLE FL | 1,491 | $37.9M | $37K |
| 10 | AMERICOR FUNDING, LLC AMERICOR FUNDING 401(K) PLAN | IRVINE CA | 1,108 | $9.8M | $12K |
