Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding ClearBridge Appreciation IS Legg Mason 0 in their Schedule of Assets, totaling $104K 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 | DOMAN TUCKER LUMBER COMPANIES DOMAN TUCKER LUMBER COMPANIES 401(K) PLAN | PAGELAND SC | 287 | $14.0M | $69K |
| 2 | BELLO MACHRE, INC BELLO MACHRE, INC 403(B) PLAN | GLEN BURNIE MD | 574 | $2.7M | $35K |
