Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Clearbridge International Growth Fund Pooled Separate Account in their Schedule of Assets, totaling $2.0M 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 | ROEDERER ESTATE INC. ROEDERER USA RETIREMENT PLAN | OAKLAND CA | 136 | $39.8M | $1.2M |
| 2 | BEYONDSOFT CONSULTING, INC. BEYONDSOFT CONSULTING, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BELLEVUE WA | 387 | $34.4M | $385K |
| 3 | AGRARIA INSURANCE COMPANY NORTH DAKOTA FARMERS UNION EMPLOYEE SALARY SAVINGS PLAN |
JAMESTOWN ND |
| 124 |
| $14.0M |
| $270K |
| 4 | JUUT HOLDINGS, INC. JUUT SALONSPA 401(K) RETIREMENT PLAN | MINNEAPOLIS MN | 299 | $25.3M | $166K |
| 5 | KATZKIN LEATHER INC. KATZKIN LEATHER INC. EMPLOYEES 401K PLAN | MONTEBELLO CA | 333 | $4.5M | $8K |