Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Clearbridge Appreciation I 1Sapyx Interest in registered investment companies n/a in their Schedule of Assets, totaling $608K 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 | BIRCH, STEWART, KOLASCH & BIRCH, LLP BSKB - 401(K) PROFIT SHARING PLAN | VIENNA VA | 120 | $67.5M | $608K |
