Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Clearbridge Clearbridge Large Cap Growth Is in their Schedule of Assets, totaling $6.2M 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 | ALLEN & OVERY LLP ALLEN & OVERY LLP CASH BALANCE PENSION PLAN | NEW YORK NY | 111 | $33.0M | $2.5M |
| 2 | BEAR HOLDINGS, LLC BEAR HOLDINGS, LLC 401(K) PLAN | COLUMBIA MO | 653 | $25.4M | $1.8M |
| 3 | TRIVIDIA HEALTH, INC. TRIVIDIA HEALTH, INC. EMPLOYEE FLEXIBLE COMPENSATION PLAN |
FT. LAUDERDALE FL |
| 403 |
| $59.4M |
| $1.1M |
| 4 | FLOGISTIX, LP FLOGISTIX, LP 401(K) PLAN | OKLAHOMA CITY OK | 453 | $21.1M | $590K |
| 5 | UMATILLA-MORROW HEAD START, INC. UMATILLA-MORROW HEAD START, INC. 403(B) PLAN | HERMISTON OR | 208 | $6.2M | $128K |
| 6 | RH&A, LLC RELIABLE HEATING AND AIR 401(K) PLAN | KENNESAW GA | 285 | $6.3M | $125K |
