Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds American Funds US Government 2 Clearbridge Clearbridge Global Infrastructure Inc in their Schedule of Assets, totaling $9K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JON M. HALL COMPANY, LLC JON M. HALL COMPANY, LLC 401(K) PLAN | SANFORD FL | 360 | $6.8M | $9K |
