Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Clearbridge International Growth IS Mutual fund N/A in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NORTHERN IMPROVEMENT COMPANY MCCORMICK INCORPORATED 401(K) PLAN | FARGO ND | 299 | $41.9M | $940K |
| 2 | OHIO ANESTHESIA GROUP, INC. OHIO ANESTHESIA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CANTON OH | 107 | $62.1M | $460K |
| 3 | CALTROL, INC. CALTROL, INC. 401(K) SAVINGS PLAN |
LAS VEGAS NV |
| 320 |
| $32.5M |
| $420K |
| 4 | CALTROL, INC CALTROL, INC. 401K SAVINGS PLAN | LAS VEGAS NV | 307 | $27.3M | $360K |
| 5 | SHLEMMER+ALGAZE+ASSOCIATES INTERIORS & ARCHITECTURE, INC. SHLEMMER+ALGAZE+ASSOCIATES INTERIORS & ARCHITECTURE, INC. 401(K) PLAN | CULVER CITY CA | 135 | $18.8M | $312K |
| 6 | CLEARFIELD, INC. CLEARFIELD, INC. 401(K) PLAN & TRUST | BROOKLYN PARK MN | 251 | $44.3M | $116K |
