Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Global Equities Fund in their Schedule of Assets, totaling $23.1M 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 | PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE MIDDLEBURY COLLEGE CORE RETIREMENT PLAN | MIDDLEBURY VT | 1,539 | $573.5M | $10.3M |
| 2 | PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN | MIDDLEBURY VT | 1,039 | $311.8M | $7.7M |
| 3 | COE-BROWN NORTHWOOD ACADEMY |
NORTHWOOD NH |
| 131 |
| $24.9M |
| $2.6M |
| 4 | VERMONT LAW SCHOOL VERMONT LAW SCHOOL RETIREMENT PLAN | SOUTH ROYALTON VT | 222 | $45.8M | $2.2M |
| 5 | MWLA, INC. TURNING POINT SCHOOL 403(B) DEFINED CONTRIBUTION PLAN | CULVER CITY CA | 70 | $11.7M | $257K |
