Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Clearbridge Appreciation Registered investment company (y) in their Schedule of Assets, totaling $4.1M 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 | DAYTON-HEIDELBERG DISTRIBUTIONG CO., LLC DAYTON-HEIDELBERG 401(K) PLAN | MORAINE OH | 1,356 | $102.1M | $4.1M |
| 2 | DAYTON-HEIDELBERG DISTRIBUTIONG CO., LLC TEAMSTERS LOCAL 957 401(K) PLAN | MORAINE OH | 299 | $8.4M | $21K |
