Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding ClearBridge CB Intl Grth I in their Schedule of Assets, totaling $2.4M 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 | TMF HEALTH QUALITY INSTITUTE TMF HEALTH QUALITY INSTITUTE 401(K) RETIREMENT SAVINGS PLAN | AUSTIN TX | 712 | $79.2M | $1.4M |
| 2 | OZINGA BROS., INC. OZINGA BROS., INC. EMPLOYEE'S PROFIT SHARING PLAN & TRUST | MOKENA IL | 650 | $142.7M | $748K |
| 3 | BOKA POWELL, LLC BOKA POWELL, LLC. 401(K) PLAN |
DALLAS TX |
| 84 |
| $13.2M |
| $165K |
| 4 | OZINGA READY MIX CONCRETE, INC. OZINGA READY MIX CONCRETE, INC. RETIREMENT PLAN | MOKENA IL | 287 | $22.7M | $93K |
| 5 | OZINGA READY MIX CONCRETE, INC. OZINGA READY MIX CONCRETE, INC. 401(K) SAVINGS PLAN | MOKENA IL | 724 | $23.1M | $54K |