Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding First Eagle Overseas R6 Fund in their Schedule of Assets, totaling $5.0M 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 | BEACON CREDIT UNION BEACON CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | WABASH IN | 171 | $35.5M | $2.5M |
| 2 | INTERAUDI BANK INTERAUDI BANK 401(K) SAVINGS/ RETIREMENT PLAN | NEW YORK NY | 144 | $29.2M | $776K |
| 3 | PKL SERVICES, INC. PKL SERVICES, INC. CFT 401(K) PLAN |
POWAY CA |
| 370 |
| $16.4M |
| $468K |
| 4 | HELGESEN INDUSTRIES, LLC HELGESEN INDUSTRIES, INC. PROFIT SHARING 401(K) PLAN | HARTFORD WI | 246 | $22.1M | $444K |
| 5 | VETERINARY EMERGENCY GROUP, LLC VETERINARY EMERGENCY GROUP 401(K) PLAN | WHITE PLAINS NY | 5,269 | $96.6M | $421K |
| 6 | PKL SERVICES, INC. PKL SERVICES, INC. 401(K) PLAN | POWAY CA | 59 | $7.5M | $219K |
| 7 | CFG BANK CFG BANK 401(K) PROFIT SHARING PLAN AND TRUST | BALTIMORE MD | 299 | $29.4M | $66K |
| 8 | SA SUPPORT SERVICES, INC. SA SUPPORT SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 525 | $12.5M | $10K |
| 9 | BEACON CREDIT UNION BEACON CREDIT UNION 401(K) PLAN AND TRUST | WABASH IN | 271 | $16.0M | $5K |
