Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Clearbridge Appreciation Fund in their Schedule of Assets, totaling $1.8M 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 | YORK CONTAINER COMPANY THE YORK CONTAINER COMPANY RETIREMENT SAVINGS PLAN | YORK PA | 491 | $47.3M | $1.1M |
| 2 | RBC MINISTRIES DBA OUR DAILY BREAD MINISTRIES OUR DAILY BREAD MINISTRIES 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 274 | $29.8M | $491K |
| 3 | SAINT THERESE |
ST LOUIS PARK MN |
| 1,073 |
| $25.5M |
| $88K |
| 4 | CROWN LINEN SERVICE, INC. CROWN/LOYAL 401(K) PLAN | NASHUA NH | 277 | $16.2M | $47K |
