How many plans does First Eagle Investments serve?

First Eagle Investments serves 18 retirement plans with $5.6B in plan assets and 72,427 participants, based on the latest Form 5500 filings through 2024.

What does First Eagle Investments charge?

Plans reported $1.4M in total Schedule C compensation paid to First Eagle Investments. The median plan paid $27K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

First Eagle Investments

Matched across 18 name variants in the filings

First Eagle Investments summary

First Eagle Investments appears on 18 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $5.6B in assets for 72,427 participants. The median client plan holds $114M. Most client plans are sponsored in PA, NY and MD. The largest clients by plan assets are Amica Mutual Insurance Company, Laborers' District Council Construction Industry Pension Fund and Trustees UFCW Local 1262 Pension Fund. Plans reported $1.4M in direct and indirect compensation paid to First Eagle Investments. The median is $27K per plan.

Participants: 72,427
Median plan assets: $114M
Median plan participants: 1,518
Median fees per plan: $27K; Schedule C direct + indirect

Top 18 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Amica Mutual Insurance Company	RI	$1.7B	5,602
Laborers' District Council Construction Industry Pension Fund	PA	$1.2B	9,405
Trustees UFCW Local 1262 Pension Fund	NJ	$1.1B	25,203
Stevens & Lee	PA	$307M	603
Laborers Local Union No. 158 Pension Fund	PA	$272M	5,397
Twu-Westchester Private Bus Lines Pension Trust	NY	$227M	1,872
Trustees of Southern Illinois Laborers & Employers Annuity Fund	IL	$166M	5,216
Laborers District Council Pension and Disability Trust Fund No. 2	MD	$162M	4,620
Board of Trustees, Ironworkers Local #16 Pension Plan	WA	$129M	871
Board of Trustees	NY	$97.8M	1,163
Board of Trustees USW District 10,LOCAL 286,	PA	$75.3M	3,843
Sheet Metal Workers Local Union No. 32 Pension Trust Fund	FL	$62.8M	678
Board of Trustees - UFCW and Safeway Variable Annuity Pension Fund	MD	$39.8M	7,229
Vanguard Direct, Inc.	NY	$28.5M	160
Procon Consulting, LLC	VA	$22.7M	240
Chinburg Builders, Inc. 401(k) Profit Sharing and Trust	NH	$9.9M	163
United States Center for Safe Sport	CO	$8.9M	162
Board of Trustees - Tri-State Carpenters and Joiners Pension	TN	$0	0

Amica Mutual Insurance Company$1.7B
RIParticipants 5,602
Laborers' District Council Construction Industry Pension Fund$1.2B
PAParticipants 9,405
Trustees UFCW Local 1262 Pension Fund$1.1B
NJParticipants 25,203
Stevens & Lee$307M
PAParticipants 603
Laborers Local Union No. 158 Pension Fund$272M
PAParticipants 5,397
Twu-Westchester Private Bus Lines Pension Trust$227M
NYParticipants 1,872
Trustees of Southern Illinois Laborers & Employers Annuity Fund$166M
ILParticipants 5,216
Laborers District Council Pension and Disability Trust Fund No. 2$162M
MDParticipants 4,620
Board of Trustees, Ironworkers Local #16 Pension Plan$129M
WAParticipants 871
Board of Trustees$97.8M
NYParticipants 1,163
Board of Trustees USW District 10,LOCAL 286,$75.3M
PAParticipants 3,843
Sheet Metal Workers Local Union No. 32 Pension Trust Fund$62.8M
FLParticipants 678
Board of Trustees - UFCW and Safeway Variable Annuity Pension Fund$39.8M
MDParticipants 7,229
Vanguard Direct, Inc.$28.5M
NYParticipants 160
Procon Consulting, LLC$22.7M
VAParticipants 240
Chinburg Builders, Inc. 401(k) Profit Sharing and Trust$9.9M
NHParticipants 163
United States Center for Safe Sport$8.9M
COParticipants 162
Board of Trustees - Tri-State Carpenters and Joiners Pension$0
TNParticipants 0

Top client states

PA4 plans
NY3 plans
MD2 plans
CO1 plan
FL1 plan

Frequently asked questions

Who uses First Eagle Investments?: 18 retirement plans list First Eagle Investments as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Amica Mutual Insurance Company, Laborers' District Council Construction Industry Pension Fund, Trustees UFCW Local 1262 Pension Fund, Stevens & Lee and Laborers Local Union No. 158 Pension Fund. Most client plans are sponsored in PA, NY and MD.
How many plans does First Eagle Investments serve?: First Eagle Investments serves 18 retirement plans with $5.6B in plan assets and 72,427 participants, based on the latest Form 5500 filings through 2024.
What does First Eagle Investments charge?: Plans reported $1.4M in total Schedule C compensation paid to First Eagle Investments. The median plan paid $27K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served18+1 YoYRank #789 of mapped providers

Assets under administration$5.6B0.0%Rank #1093 by share of filed assets

Fees received$1MMedian $26,936/planSum across Schedule C direct + indirect

Net wins YoY+34 won - 1 lostPlan-level switch detection

Plans served · 5-year trajectory

Plan count by year, with the share of all plans.

Name available on ProCount available on Pro
Name available on ProCount available on Pro
Name available on ProCount available on Pro
Name available on ProCount available on Pro

Customer-base shape

Participant bands, asset bands, top states and top industries.

Name available on ProCount available on Pro
Name available on ProCount available on Pro
Name available on ProCount available on Pro
Name available on ProCount available on Pro

See full First Eagle Investments analytics with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

5-year plans-served trajectory
Customer-base shape
Median fees per service
Competitor overlap
Plans won and lost
Top plans by assets

Try Pro free See pricing