Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Global Strategy Mutual Fund in their Schedule of Assets, totaling $310K 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 | VISIONS/SERVICES FOR THE BLIND AND VISUALLY IMPAIRED, INC. VISIONS/SERVICES FOR THE BLIND AND VISUALLY IMPAIRED RETIREMENT PLAN | NEW YORK NY | 142 | $16.1M | $152K |
| 2 | ST. VINCENT HOSPITAL CHRISTUS ST. VINCENT RETIREMENT PLAN | SANTA FE NM | 2,361 | $176.9M | $150K |
| 3 | MERCER UNIVERSITY |
MACON GA |
| 1,938 |
| $558.7M |
| $8K |
