Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Clearbridge Appreciation Fund Registered Investment Company in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NOSLER, INC. NOSLER, INC. 401(K) SALARY REDUCTION PLAN | BEND OR | 177 | $16.4M | $1.3M |
| 2 | GOLD STAR FOODS GOLD STAR FOODS 401(K) RETIREMENT SAVINGS PLAN | ONTARIO CA | 708 | $17.6M | $78K |
| 3 | GOOD SOURCE SOLUTIONS, INC. GOOD SOURCE SOLUTIONS, INC. 401(K) PLAN |
CARLSBAD CA |
| 199 |
| $13.0M |
| $19K |
