Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Clearbridge International Growth - in their Schedule of Assets, totaling $8.5M 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 | ECHOPARK AUTOMOTIVE, INC. ECHOPARK AUTOMOTIVE, INC. 401(K) PLAN | CHARLOTTE NC | 1,509 | $41.4M | $1.9M |
| 2 | SONIC AUTOMOTIVE, INC. SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN | CHARLOTTE NC | 431 | $35.4M | $1.5M |
| 3 | PELLA MID-ATLANTIC INC. PELLA MID-ATLANTIC, INC. 401(K) PROFIT SHARING PLAN |
BELTSVILLE MD |
| 183 |
| $19.1M |
| $1.4M |
| 4 | FRONTIER SCIENCE AND TECHNOLOGY RESEARCH FOUNDATION, INC. FRONTIER SCIENCE AND TECHNOLOGY RESEARCH FOUNDATION, INC. RETIREMENT PLAN | AMHERST NY | 235 | $101.7M | $884K |
| 5 | THE MACOMB GROUP, INC. THE MACOMB GROUP, INC. EMPLOYEES' 401(K) PLAN | STERLING HEIGHTS MI | 635 | $52.1M | $655K |
| 6 | WELLTOWER INC. WELLTOWER INC. RETIREMENT PLAN AND TRUST | TOLEDO OH | 651 | $104.3M | $467K |
| 7 | LUPIN PHARMACEUTICALS, INC. LUPIN PHARMACEUTICALS, INC. 401(K) PROFIT SHARING PLAN | NAPLES FL | 461 | $71.7M | $360K |
| 8 | DIVERSIFIED GAS & OIL CORPORATION DGOC EMPLOYEE SAVINGS PLAN | BIRMINGHAM AL | 1,328 | $110.2M | $293K |
| 9 | FREDDY'S FROZEN CUSTARD LLC FREDDY'S FROZEN CUSTARD 401(K) PLAN | WICHITA KS | 557 | $9.3M | $275K |
| 10 | VEHLO PURCHASER, LLC VEHLO PURCHASER, LLC 401(K) PLAN | KNOXVILLE TN | 484 | $16.1M | $148K |
