Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding ClearBridge Appreciation Fund Class IS in their Schedule of Assets, totaling $561K 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 | KOERBER SUPPLY CHAIN LLC KOERBER SUPPLY CHAIN SAVINGS PLAN | DFW AIRPORT TX | 333 | $79.1M | $530K |
| 2 | WEST COAST SERVICES LLC WEST COAST SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST | SAN DIMAS CA | 115 | $2.8M | $20K |
| 3 | BANYAN STREET ADVISORS LLC BANYAN STREET ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST |
MIAMI FL |
| 112 |
| $10.5M |
| $11K |
