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 Funds in their Schedule of Assets, totaling $790K 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 | JAXON ENGINEERING & MAINTENANCE JAXON RETIREMENT SAVINGS PLAN | COLORADO SPRINGS CO | 127 | $9.5M | $355K |
| 2 | KILLBUCK SAVINGS BANK COMPANY KILLBUCK SAVINGS BANK COMPANY 401(K) | KILLBUCK OH | 117 | $14.4M | $252K |
| 3 | S & W PAYROLL SERVICES, LLC NETCHEX 401(K) PLAN |
COVINGTON LA |
| 330 |
| $15.8M |
| $86K |
| 4 | FWD MEDIA INC BRAINPOP 401(K) PLAN | NEW YORK NY | 229 | $21.8M | $68K |
| 5 | BRYN MAWR SCHOOL FOR GIRLS OF BALTIMORE CITY, INC. BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF | BALTIMORE MD | 277 | $50.7M | $26K |
| 6 | VENUPLUS INC. VENUPLUS INC. 401(K) PLAN | ORLANDO FL | 538 | $10.6M | $3K |
