Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding ClearBridge Investments ClearBridge Appreciation IS in their Schedule of Assets, totaling $323K 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 | REPUBLIC ELITE, LLC REPUBLIC ELITE 401(K) PLAN | ADDISON TX | 885 | $18.8M | $323K |
