Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding ClearBridge Appreciation Fund Class A " in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRIGHTON HEALTH PLAN SOLUTIONS, LLC BRIGHTON HEALTH PLAN SOLUTIONS, LLC 401(K) RETIREMENT PLAN | WESTBURY NY | 520 | $51.9M | $516K |
| 2 | PREMIER TRAILERS, LLC PREMIER TRAILER LEASING 401(K) PLAN | PLANO TX | 240 | $19.2M | $287K |
| 3 | BEECHWOOD HEALTH CARE CENTER, INC |
GETZVILLE NY |
| 544 |
| $17.5M |
| $155K |
| 4 | FRILOT L.L.C. FRILOT L.L.C.401(K) RETIREMENT PLAN | NEW ORLEANS LA | 88 | $27.0M | $97K |
| 5 | PROFESSIONAL AMBULANCE & OXYGEN SERVICE, INC. PROFESSIONAL AMBULANCE 401(K) PROFIT SHARING PLAN | CAMBRIDGE MA | 145 | $10.2M | $17K |
