Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding ClearBridge International Growth Fund Class IS in their Schedule of Assets, totaling $4.6M 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 | ETHOSENERGY GTS HOLDINGS (US) LLC ETHOSENERGY 401(K) PLAN | HOUSTON TX | 1,342 | $337.3M | $3.1M |
| 2 | ENCOMPASS GROUP, LLC ENCOMPASS GROUP, LLC 401(K) RETIREMENT PLAN | MCDONOUGH GA | 143 | $34.8M | $516K |
| 3 | AMERICAN DIABETES ASSOCIATION AMERICAN DIABETES ASSOCIATION 403(B) RETIREMENT SAVINGS PLAN |
ARLINGTON VA |
| 433 |
| $42.5M |
| $417K |
| 4 | ETHOSENERGY GTS HOLDINGS (US), LLC ETHOSENERGY (WEST), INC. PLAN | HOUSTON TX | 243 | $44.3M | $415K |
| 5 | AMERICAN DIABETES ASSOCIATION AMERICAN DIABETES ASSOCIATION 401(A) RETIREMENT PLAN | ARLINGTON VA | 431 | $20.3M | $106K |
| 6 | KHOR BUYER KHOR BUYER 401(K) PROFIT SHARING PLAN & TRUST | GROVEPORT OH | 413 | $22.0M | $35K |
| 7 | WILLIAMS OIL COMPANY, INC. WILLIAMS COMPANIES RETIREMENT SAVINGS PLAN | SAYRE PA | 1,204 | $21.5M | $9K |
