Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Clearbridge International Growth I in their Schedule of Assets, totaling $20.0M 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 | MARRIOTT VACATIONS WORLDWIDE CORP. MARRIOTT VACATIONS WORLDWIDE CORP. 401(K) | ORLANDO FL | 16,954 | $903.0M | $11.5M |
| 2 | KROENKE SPORTS HOLDINGS, LLC KROENKE SPORTS 401(K) SAVINGS PLAN | DENVER CO | 2,537 | $120.7M | $2.7M |
| 3 | GRAPHICS-ATLANTA, LLC GRAPHICS-ATLANTA, LLC 401(K) PROFIT SHARING PLAN |
STONE MOUNTAIN GA |
| 410 |
| $37.3M |
| $2.5M |
| 4 | CATIC FINCNCIAL, INC. CATIC FINANCIAL, INC. 401(K) PLAN | ROCKY HILL CT | 251 | $52.1M | $962K |
| 5 | BISGP FIDELITY BUILDING SERVICES GROUP 401(K) | SPARKS MD | 1,043 | $51.8M | $719K |
| 6 | ROBERT A. SMITH, INC. BOB SMITH BMW/MINI 401(K) PLAN | CALABASAS CA | 108 | $14.5M | $508K |
| 7 | SWIFT & STALEY INC. SWIFT & STALEY GOVERNMENTAL SERVICES 401(K) PLAN | PADUCAH KY | 161 | $14.4M | $320K |
| 8 | TWIN CITIES HABITAT FOR HUMANITY, INC. TWIN CITIES HABITAT FOR HUMANITY, INC. 401(K) PLAN | ST PAUL MN | 179 | $11.1M | $313K |
| 9 | CADDELL CONSTRUCTION CO. (DE), LLC CADDELL CONSTRUCTION RETIREMENT PLAN | MONTGOMERY AL | 405 | $59.8M | $261K |
| 10 | AMERICAN WELDING SOCIETY AMERICAN WELDING SOCIETY 403(B) RETIREMENT PLAN | MIAMI FL | 159 | $24.6M | $132K |
