Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Clearbridge Large Cap Growth Fund in their Schedule of Assets, totaling $27.2M 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 | PHYSICIAN BUSINESS SERVICES, LLC WOMEN'S CARE 401(K) PLAN | TAMPA FL | 2,177 | $243.3M | $6.7M |
| 2 | DIVERSIFIED GAS & OIL CORPORATION DGOC EMPLOYEE SAVINGS PLAN | BIRMINGHAM AL | 1,328 | $110.2M | $4.0M |
| 3 | JACKSON HEWITT TAX SERVICE INC. JACKSON HEWITT EMPLOYEE SAVINGS PLAN | SARASOTA FL | 1,066 | $65.8M | $3.8M |
| 4 | LAKE TRUST CREDIT UNION LAKE TRUST CREDIT UNION 401(K) PLAN | BRIGHTON MI | 499 | $53.0M | $3.1M |
| 5 | PLUMBERS & PIPEFITTERS OF SOUT THE PLUMBERS AND PIPEFITTERS OF SOUTHEASTERN ALASKA EMPLOYEES SUPPLEMENTAL RETIREMENT PLAN | JUNEAU AK | 152 | $29.6M | $2.8M |
| 6 | INTERSTATE WAREHOUSING, INC. TIPPMANN GROUP EMPLOYEES 401(K) PLAN | FORT WAYNE IN | 1,126 | $43.1M | $2.5M |
| 7 | THE ROSS GROUP CONSTRUCTION CORPORATION THE ROSS GROUP CONSTRUCTION CORPORATION 401(K) PLAN | TULSA OK | 141 | $16.4M | $1.4M |
| 8 | PREMIER PACKAGING, LLC PREMIER PACKAGING, LLC 401(K) PLAN | LOUISVILLE KY | 814 | $35.3M | $757K |
| 9 | THE GATESWORTH THE GATESWORTH EMPLOYEE SAVINGS & RETIREMENT PLAN | ST. LOUIS MO | 868 | $6.0M | $752K |
| 10 | COMPLETE PROTOTYPE SERVICES INC COMPLETE PROTOTYPE SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST | CLINTON TWP MI | 104 | $5.7M | $577K |
