Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American United Life Insurance Company ClearBridge Appreciation FI in their Schedule of Assets, totaling $175K 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 | NAVIEN, INC. NAVIEN 401(K) PLAN | IRVINE CA | 179 | $14.1M | $175K |
