Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Clearbridge International Growth I Mutual fund in their Schedule of Assets, totaling $1.6M 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 | MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN | AUGUSTA ME | 123 | $29.2M | $540K |
| 2 | WINERY EXCHANGE, INC. WINERY EXCHANGE INC., 401(K) PLAN | NOVATO CA | 138 | $15.2M | $340K |
| 3 | WITRON INTEGRATED LOGISTICS, INC. |
ARLINGTON HEIGHTS IL |
| 1,070 |
| $24.2M |
| $322K |
| 4 | REVIVA, INC. REVIVA INC. 401(K) PROFIT SHARING PLAN | FRIDLEY MN | 223 | $20.8M | $181K |
| 5 | NEW HUDSON FACADES, LLC NEW HUDSON FACADES, LLC RETIREMENT SAVINGS PLAN | LINWOOD PA | 330 | $22.7M | $73K |
| 6 | THE CLEVELAND SOCIETY FOR THE BLIND CLEVELAND SOCIETY FOR THE BLIND 401(K) RETIREMENT PLAN | CLEVELAND OH | 157 | $10.8M | $70K |
| 7 | AMEGO, INC. AMEGO, INC. 403(B) PLAN | ATTLEBORO MA | 1,474 | $17.5M | $22K |
| 8 | NEW POTATO CREEK HOLDINGS LLC TIDAL WAVE AUTO SPA 401(K) PLAN | THOMASTON GA | 2,131 | $7.6M | $16K |
| 9 | PARKMOBILE, LLC PARKMOBILE 401(K) PLAN | ATLANTA GA | 233 | $14.1M | $12K |
