Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Clearbridge International Growth Fund Mutual fund in their Schedule of Assets, totaling $11.7M 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 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $4.0M |
| 2 | ISRAEL DISCOUNT BANK OF NEW YORK ISRAEL DISCOUNT BANK OF NEW YORK SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 676 | $165.6M | $2.5M |
| 3 | BADGER PLUG COMPANY |
GREENVILLE WI |
| 174 |
| $38.9M |
| $1.8M |
| 4 | FIVES INC. FIVES RETIREMENT SAVINGS PLAN | FARMINGTON HILLS MI | 1,506 | $314.4M | $915K |
| 5 | TMK GLOBAL HOLDINGS, LLC TRIMARK RETIREMENT SAVINGS PLAN | MANSFIELD MA | 2,835 | $245.4M | $817K |
| 6 | VENTURA COUNTY CREDIT UNION VENTURA COUNTY CREDIT UNION 401(K) PROFIT SHARING PLAN | VENTURA CA | 178 | $22.1M | $673K |
| 7 | 401(K) ADMINISTRATION MANAGEMENT PROGRAM, INC VOYAGER PEP | HOUSTON TX | 4,295 | $52.7M | $267K |
| 8 | ELIOT COMMUNITY HUMAN SERVICES, INC. ELIOT COMMUNITY HUMAN SERVICES, INC. 401(K) PLAN | LEXINGTON MA | 1,999 | $41.0M | $254K |
| 9 | BARCO UNIFORMS, INC. BARCO UNIFORMS, INC. 401(K) PLAN | GARDENA CA | 189 | $10.1M | $244K |
| 10 | CAREEN, INC. D/B/A WINDINGS, INC. WINDINGS, INC. 401(K) SALARY SAVINGS & RETIREMENT PLAN | NEW ULM MN | 135 | $12.0M | $136K |
