Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 50 retirement plans report an interest in this investment, totaling $995K in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Clearbridge Aggressive Growth, Clearbridge Aggressive Growth Fund. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | DOONEY AND BOURKE, INC. DOONEY AND BOURKE, INC. 401(K) PLAN | NORWALK CT | 205 | $14.6M | $176K |
| 2 | MODERE, INC. MODERE, INC. 401(K) PROFIT SHARING PLAN | SPRINGVILLE UT | 307 | $16.7M | $159K |
| 3 | STARK PROPERTIES INC STARK PROPERTIES INC DEFERRED SALARY PSP | JACKSON GA | 1,294 | $25.0M | $101K |
| 4 | SOUTHEAST CULVERT, INC. SOUTHEAST CULVERT, INC. PROFIT SHARING PLAN | AUBURN GA | 112 | $9.2M | $66K |
| 5 | 1932 INVESTORS LLC 1932 INVESTORS LLC INVESTMENT SAVINGS PLAN | LOS ANGELES CA | 0 | — | $64K |
| 6 | NEW ENGLAND WIRE TECHNOLOGIES CORP. NEW ENGLAND WIRE TECHNOLOGIES CORP. 401(K) PLAN | LISBON NH | 404 | $30.7M | $59K |
| 7 | EVELER & DEARMENT, LLP EVELER & DEARMENT LLP 401(K) PLAN | RED LION PA | 7 | — | $51K |
| 8 | FUSE LLC FUSE MEDIA 401K PLAN | GLENDALE CA | 87 | $8.7M | $51K |
| 9 | HERTER MUSIC CENTER INC. HERTER MUSIC CENTER INC. 401(K) PLAN & TRUST | BAY CITY MI | 16 | — | $34K |
| 10 | ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC 401K PLAN | BOCA RATON FL | 647 | $60.2M | $32K |
