Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding CLEARBRIDGE APPRECIATION FD IS in their Schedule of Assets, totaling $4.1M 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 | MILK PRODUCTS HOLDINGSNORTH AM MPH SAVINGS AND RETIREMENT PLAN | CHICAGO IL | 69 | $17.5M | $1.9M |
| 2 | KITSON & PARTNERS MANAGEMENT SER KITSON & PARTNERS MANAGEMENT SERVICES, INC. 401(K) PLAN | PALM BEACH GARDENS FL | 205 | $22.6M | $755K |
| 3 | INDUSTRIAL AND COMMERCIAL BANK O |
NEW YORK NY |
| 87 |
| $31.0M |
| $742K |
| 4 | G2 SECURE STAFF, L.L.C. G2 SECURE STAFF, L.L.C. EMPLOYEES SAVINGS TRUST | IRVING TX | 9,051 | $19.7M | $500K |
| 5 | E & M BINDERY, INC E & M BINDERY, INC 401(K) PROFIT SHARING PLAN | CLIFTON NJ | 376 | $789K | $97K |
| 6 | ASTOR CHOCOLATE CORP. ASTOR CHOCOLATE CORP. 401(K) PLAN | LAKEWOOD NJ | 149 | $11.7M | $90K |
| 7 | GRAMMATECH, INC. GRAMMATECH 401(K) PLAN | ITHACA NY | 28 | $5.7M | $46K |
| 8 | HEALTHCARE SERVICES INC. HEALTHCARE SERVICES INC. 401(K) PROFIT SHARING PLAN AND TRUST | COSTA MESA CA | 140 | $2.5M | $1K |
