Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding CLEARBRIDGE INTL GROWTH IS Registered Investment Company in their Schedule of Assets, totaling $2.8M 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 | HEDRICK GARDNER KINCHELOE & GAROFALO, LLP HEDRICK GARDNER RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 183 | $45.4M | $2.0M |
| 2 | VALLEY STRONG CREDIT UNION VALLEY STRONG CREDIT UNION PLAN AND TRUST | BAKERSFIELD CA | 574 | $44.7M | $436K |
| 3 | JORDAN & SKALA ENGINEERS, INC. |
NORCROSS GA |
| 274 |
| $28.6M |
| $124K |
| 4 | EDUCATION BRANDS, LLC EDUCATION BRANDS 401(K) PLAN | TAMPA FL | 166 | $11.3M | $78K |
| 5 | ARHAUS, LLC ARHAUS, LLC 401(K) PLAN | BOSTON HEIGHTS OH | 2,198 | $68.3M | $75K |
