Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Clearbridge International Growth Fund Class Is Mutual Fund in their Schedule of Assets, totaling $7.2M 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 | SRS DISTRIBUTION INC. SRS DISTRIBUTION INC. 401(K) PLAN | MCKINNEY TX | 10,432 | $574.8M | $3.7M |
| 2 | CUSTOMERS BANK CUSTOMERS BANK 401(K) PLAN | WEST READING PA | 799 | $96.1M | $1.4M |
| 3 | DYNAMIC ACCESS, LLC DYNAMIC RETIREMENT PLAN | RICHARDSON |
| 548 |
| $10.5M |
| $598K |
| 4 | TEAM, INC. TEAM, INC. SALARY DEFERRAL PLAN AND TRUST | SUGAR LAND TX | 3,219 | $357.2M | $561K |
| 5 | COMMUNITY BRANDS PARENTCO, LLC COMMUNITY BRANDS 401(K) PLAN | ST. PETERSBURG FL | 698 | $72.9M | $376K |
| 6 | TURF CARE SUPPLY CORP. TURF CARE SUPPLY CORP. 401(K) PLAN | BRUNSWICK OH | 254 | $20.6M | $352K |
| 7 | BRT EXTRUSIONS, INC. BRT EXTRUSIONS, INC. 401(K) PLAN | NILES OH | 382 | $5.2M | $104K |
| 8 | DWELLWORKS, LLC DWELLWORKS, LLC 401(K) PLAN | CLEVELAND OH | 111 | $11.5M | $86K |
| 9 | MERIDIAN ADHESIVES GROUP, INC. MERIDIAN ADHESIVES GROUP RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 506 | $24.6M | $51K |
| 10 | MID-HUDSON VALLEY FEDERAL CREDIT UNION MID-HUDSON VALLEY FEDERAL CREDIT UNION 401(K) PLAN | KINGSTON NY | 286 | $32.6M | $2K |
