Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Clearbridge Clearbridge Select IS in their Schedule of Assets, totaling $2.3M 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 | NEW YORK CITY CHAPTER OF NYSARC PENSION PLAN FOR DIRECT LABOR EMPLOYEES | NEW YORK NY | 519 | $50.3M | $1.4M |
| 2 | PLASTECH CORPORATION FRANDSEN GROUP TAX DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST | ARDEN HILLS MN | 481 | $30.2M | $837K |
| 3 | AOA MANAGEMENT COMPANY LIMITED PARTNERSHIP |
ROSWELL GA |
| 313 |
| $34.1M |
| $57K |
