Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Clearbridge Large Cap Growth A in their Schedule of Assets, totaling $14.3M 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 | SK LIFE SCIENCE, INC. SK LIFE SCIENCE, INC. 401(K) PROFIT SHARING PLAN & TRUST | PARAMUS NJ | 253 | $49.0M | $2.9M |
| 2 | KIMCHUK, INC. KIMCHUK SAVINGS AND RETIREMENT PLAN | DANBURY CT | 79 | $14.1M | $2.6M |
| 3 | UNION AVENUE HEALTHCARE, INC. UNION AVENUE HEALTHCARE INC. 401(K) PLAN |
BOUND BROOK NJ |
| 427 |
| $19.7M |
| $2.2M |
| 4 | SHENG-RAAMCO MANAGEMENT, INC. SHENG-RAAMCO MANAGEMENT INC. 401(K) PLAN | ENGLEWOOD CLIFFS NJ | 140 | $7.9M | $935K |
| 5 | SHARED SERVICES, LLC SHARED SERVICES 401(K) PLAN | CINCINNATI OH | 149 | $20.7M | $922K |
| 6 | FX DIRECT DEALER LLC FX DIRECT DEALER, LLC SAVINGS AND INVESTMENT PLAN | JERSEY CITY NJ | 58 | $13.4M | $840K |
| 7 | AMERICAN HERITAGE RAILWAYS, INC. AMERICAN HERITAGE RAILWAYS 401(K) PLAN | DURANGO CO | 523 | $8.4M | $839K |
| 8 | EDUCATION & TRAINING RESOURCES EDUCATION & TRAINING RESOURCES, LLC 401K PLAN | BOWLING GREEN KY | 854 | $11.4M | $719K |
| 9 | TALIVITY, INC TALIVITY 401(K) SAVINGS PLAN | NORWALK CT | 455 | $20.6M | $605K |
| 10 | CAMBRIDGE REAL ESTATE SERVICES, INC. CAMBRIDGE REAL ESTATE SERVICES INC., PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN | PORTLAND OR | 255 | $15.4M | $572K |
