Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding ClearBridge Appreciation Fund Class I Mutual Fund in their Schedule of Assets, totaling $815K 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 | SMI MANAGEMENT, LLC SMI MANAGEMENT, LLC 401(K) PLAN AND TRUST | CARROLLTON GA | 676 | $42.6M | $745K |
| 2 | FCI LENDER SERVICES INC FCI LENDER SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST | ANAHEIM CA | 181 | $13.5M | $70K |
