PlanOptica

First Eagle Gold Fund Class A

Ticker SGGDX · Mutual fund · Share class: Class ARetail / revenue sharing

Matched by tickerAll First Eagle fundsSearch the plans that hold it

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Filings through .

Plans holding
20
6 with $250K or more
Dollars held
$4.8M
69,842 of 69,862 plans with fund lines hold none
Median per plan
$166K
Share of their fund dollars
0.6%

Same fund, other share classes

20 plans hold a costlier class of this fund than the cheapest class held in the data.

ClassCost tierPlansDollars
Class R6FEURXLow cost102$41.8M
Class InstlFEGIXLow cost18$21.0M
Class A (this page)SGGDXRetail / revenue sharing20$4.8M
Class R5FERUXLow cost1$353K

Plans adding and dropping it, 2024 to 2025

Added
2 plans
$928K at year-end 2025
Dropped
1 plan
$1.1M at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
1 plan
to another class or vehicle

Plans that added it in 2025 (2 plans)

Plans that dropped it after 2024 (1 plan)

Plans that dropped it after 2024
PlanYear-end value
R.G. Johnson Company, Inc. Retirement Plan$5M-$50M$1.1M

Plans that moved out of it to another class or vehicle (1 plan)

Plans that moved out of it to another class or vehicle
PlanYear-end value
Holt's Cigar Co., Inc. 401(k) Savings Plan$5M-$50M$118K to $279K

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold First Eagle Gold Fund Class A

The largest 10 plans in each list.

The Modern Group 401(k) Plan$40.6M plan · The Modern Group Ltd, TX · John Hancock (Manulife)$1.0M
Delphinus Engineering, Inc. 401(k) Profit Sharing Plan$47.3M plan · Delphinus Engineering, Inc., PA · Fidelity (FMR)$688K
Acorn Engineering Company, Inc. 401(k) Plan$37.7M plan · Acorn Engineering Company, Inc., CA · Empower$495K
David Lerner Associates, Inc. 401(k) Plan$59.0M plan · David Lerner Associates, Inc., NY · Transamerica (Aegon)$462K
Infostretch 401(k) Profit Sharing Plan$51.3M plan · Infostretch Corporation, CA · Fidelity (FMR)$447K
Arkray America, Inc. 401(k) Plan$27.0M plan · Arkray America, MN · Newport Group$433K
Corporate Insight, Inc. 401(k) Profit Sharing Plan & Trust$12.5M plan · Corporate Insight, Inc., NY · Empower$214K
Pelli Clarke & Partners Section 401(k) Plan$20.2M plan · Pelli Clarke & Partners, CT · Empower$206K
Kwik Lok Corporation 401(k) Profit Sharing Plan and Trust$10.7M plan · Kwik Lok Corporation, WA · Charles Schwab$197K
Mowery & Schoenfeld, LLC 401(k) Plan$25.6M plan · Mowery & Schoenfeld, LLC, IL · Fidelity (FMR)$166K

Plans whose filed schedule lists First Eagle Gold Fund Class A.

See all 20 plans with Pro. Free for 7 days, then $49 a month.

Pro unlocks:
  • Plan and sponsor names
  • Recordkeeper
  • Plan assets
  • Dollars held and % of plan funds

How the filings spell it

Show 4 names seen in the filings
  • First Eagle Gold
  • First Eagle Gold A
  • First Eagle Gold Fund A
  • First Eagle Gold Fund CL A