Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Clearbridge International Growth IS in their Schedule of Assets, totaling $6.9M 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 | MODERN AUTOMOTIVE NETWORK, LLC MODERN AUTOMOTIVE NETWORK 401(K) AND PROFIT SHARING PLAN | WINSTON-SALEM NC | 980 | $26.0M | $1.5M |
| 2 | FIRST FEDERAL BANK FIRST FEDERAL BANK 401(K) PROFIT SHARING PLAN | LAKE CITY FL | 560 | $92.9M | $1.1M |
| 3 | ORTHOUNITED, INC. ORTHOUNITED, INC. 401K PROFIT SHARING PLAN |
NORTH CANTON OH |
| 241 |
| $33.6M |
| $915K |
| 4 | CARLEY FOUNDRY, INC CARLEY FOUNDRY, INC. 401(K) RETIREMENT PLAN | MINNEAPOLIS MN | 205 | $19.9M | $648K |
| 5 | SOLMAX GEOSYNTHETICS, LLC. SOLMAX GEOSYNTHETICS, LLC 401(K) PLAN | HOUSTON TX | 151 | $23.1M | $582K |
| 6 | FALCON NATIONAL BANK CENTRA VENTURES, INC. 401(K) PLAN | FOLEY MN | 120 | $13.9M | $463K |
| 7 | EVEREST CAMPUS SERVICES COMPANY, LLC THE EVEREST CAMPUS SERVICES COMPANY, LLC 401(K) PLAN | BROOKHAVEN GA | 536 | $18.8M | $306K |
| 8 | MCMILLAN PAZDAN SMITH, LLC MCMILLAN PAZDAN SMITH, LLC 401(K) PLAN | GREENVILLE SC | 294 | $32.0M | $276K |
| 9 | THE ALLIANCE, INC. THE ALLIANCE RETIREMENT PLAN | MINNEAPOLIS MN | 134 | $77.1M | $267K |
| 10 | BRANDON ADVERTISING, INC. BRANDON ADVERTISING, INC. 401(K) PLAN | MYRTLE BEACH SC | 146 | $13.4M | $223K |
