Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Clearbridge Large Cap Growth I in their Schedule of Assets, totaling $29.8M 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 | TRADITION AMERICA HOLDINGS, INC. TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN | NEW YORK NY | 455 | $207.5M | $10.7M |
| 2 | GREENSPOON MARDER, LLP GREENSPOON MARDER 401(K) PLAN | FT. LAUDERDALE FL | 504 | $89.2M | $6.3M |
| 3 | BOARD OF TRUSTEES OF PLUMBERS & STEAMFITTERS LOCAL 373 U.A. ANNUITY FU |
MOUNTAINVILLE NY |
| 581 |
| $47.8M |
| $4.6M |
| 4 | NES GLOBAL, LLC NES GLOBAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 2,310 | $47.5M | $3.9M |
| 5 | MED-REVIEW, INC. NYCHSRO/MEDREVIEW, INC 401(K) PLAN | NEW YORK NY | 208 | $19.7M | $2.5M |
| 6 | QUALITY GOLD OF CINCINNATI, INC. QUALITY GOLD 401(K) AND PROFIT SHARING PLAN | FAIRFIELD OH | 310 | $33.9M | $1.6M |
| 7 | SENSEONICS INCORPORATED SENSEONICS INCORPORATED 401(K) PLAN | GERMANTOWN MD | 113 | $16.7M | $263K |
| 8 | AMERICAN DENTAL EDUCATION ASSOCIATION AMERICAN DENTAL EDUCATION ASSOCIATION 403(B) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 81 | $31.4M | $31K |
