Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Clearbridge Clearbridge International Growth I in their Schedule of Assets, totaling $1.4M 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 | GRACE HEBERT CURTIS ARCHITECTS, LLC GRACE HEBERT CURTIS ARCHITECTS, LLC | BATON ROUGE LA | 390 | $29.3M | $585K |
| 2 | ALTAONE FEDERAL CREDIT UNION ALTAONE FEDERAL CREDIT UNION 401(K) PLAN | RIDGECREST CA | 186 | $10.7M | $267K |
| 3 | HEALTH ONE ALLIANCE, LLC HEALTH ONE ALLIANCE, LLC EMPLOYEES SAVINGS TRUST |
DALTON GA |
| 263 |
| $14.2M |
| $258K |
| 4 | RSM HOLDINGS, LLC RSM 401(K) PLAN | PARAMUS NJ | 289 | $7.4M | $191K |
| 5 | COGENT BIOSCIENCES, INC. COGENT BIOSCIENCES, INC. 401(K) PLAN | WALTHAM MA | 201 | $17.6M | $114K |
| 6 | OCUSUN, LLC ZENNI OPTICAL 401(K) PLAN | NOVATO CA | 315 | $12.9M | $26K |
