Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 46 retirement plans report an interest in this investment, totaling $1.0B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 9 name variants: Clearbridge Large CAP Growth CIT, Clearbridge Large CAP Growth Fund, Clearbridge Large CAP Growth Fund C, Clearbridge Large CAP Growth FD, Clearbridge Large CAP Growth CL R2, Clearbridge Large CAP Growth Fund R, Clearbridge Large CAP Growth CIT -, Clearbridge Large CAP Growth CIF, +1 more. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | GREAT GRAY TRUST COMPANY, LLC LARGE CAP GROWTH FUND | LAS VEGAS NV | — | $920.7M | $918.5M |
| 2 | GREAT GRAY TRUST COMPANY, LLC SUPERIOR OFFICER COUNCIL BALANCED FUND | LAS VEGAS NV | — | $465.7M | $49.7M |
| 3 | HANTZ GROUP INC. HANTZ GROUP RETIREMENT SAVINGS PLAN | SOUTHFIELD MI | 600 | $82.3M | $7.9M |
| 4 | JAMES G. DAVIS CONSTRUCTION CORPORATION JAMES G. DAVIS CONSTRUCTION CORPORATION PROFIT SHARING, STOCK OWNERSHIP, AND 401(K) PLAN | ROCKVILLE MD | 506 | $199.0M | $7.3M |
| 5 | ANESTHESIA ASSOCIATES OF ANESTHESIA ASSOCIATES OF GAINESVILLE, LLC 401(K) | GAINESVILLE GA | 129 | $50.8M | $4.4M |
| 6 | GREAT GRAY TRUST COMPANY, LLC FRANKLIN TOTAL ADVANTAGE 2045 FUND | LAS VEGAS NV | — | $27.6M | $3.5M |
| 7 | GREAT GRAY TRUST COMPANY, LLC FRANKLIN TOTAL ADVANTAGE 2040 FUND | LAS VEGAS NV | — | $28.1M | $3.1M |
| 8 | GREAT GRAY TRUST COMPANY, LLC FRANKLIN TOTAL ADVANTAGE 2035 FUND | LAS VEGAS NV | — | $31.4M | $3.0M |
| 9 | SCHNEIDER DOWNS & CO., INC. SCHNEIDER DOWNS RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 528 | $166.7M | $2.9M |
| 10 | GREAT GRAY TRUST COMPANY, LLC FRANKLIN TOTAL ADVANTAGE 2050 FUND | LAS VEGAS NV | — | $20.2M | $2.7M |
