Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding ClearBridge Appreciation IS Fund Mutual fund (1) in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE TRI-M GROUP, L.L.C. THE TRI-M GROUP, L.L.C. 401(K) SAVINGS & INVESTMENT PLAN | KENNETT SQUARE PA | 499 | $72.8M | $2.6M |
