Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Clearbridge Appreciation IS # in their Schedule of Assets, totaling $16.3M 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 | MILEONE AUTOGROUP, INC. MILEONE AUTOGROUP, INC. 401(K) PLAN | TOWSON MD | 2,863 | $190.5M | $16.3M |
