Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding ClearBridge Appreciation A in their Schedule of Assets, totaling $2.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE SCOTTSDALE COMPANY LUTGERT COMPANIES RETIREMENT PLAN | NAPLES FL | 104 | $16.4M | $939K |
| 2 | CORTEC PRECISION SHEETMETAL CORTEC PRECISION SHEETMETAL INC. 401(K) PLAN | SAN JOSE CA | 391 | $8.6M | $590K |
| 3 | GOULD PAPER CORPORATION GOULD PAPER CORPORATION EMPLOYEES' PROFIT SHARING AND RETIREMENT PLAN |
NEW YORK NY |
| 206 |
| $48.1M |
| $472K |
| 4 | THE CENTER FOR BONE AND JOINT DISEASE, P.A. THE CENTER FOR BONE AND JOINT DISEASE, P.A. PROFIT SHARING PLAN | HUDSON FL | 117 | $15.8M | $6K |
