Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Clearbridge Intl Growth Is Mutual Fund in their Schedule of Assets, totaling $4.7M 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 | FOND DU LAC REGIONAL CLINIC, S.C. FOND DU LAC REGIONAL CLINIC, S.C. 401K PROFIT SHARING PLAN | FOND DU LAC WI | 95 | $124.8M | $2.8M |
| 2 | DUDEK DUDEK 401(K) PLAN | ENCINITAS CA | 908 | $90.7M | $1.4M |
| 3 | EMERUS HOLDINGS, INC. EMERUS RETIREMENT SAVINGS PLAN |
THE WOODLANDS TX |
| 2,143 |
| $74.5M |
| $515K |