Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Clearbridge Large Cap Growth Is Mutual fund in their Schedule of Assets, totaling $37.2M 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 | UNIVERSITY HEALTH SYSTEM, INC. UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN | KNOXVILLE TN | 5,832 | $445.6M | $26.0M |
| 2 | COFFEE REGIONAL MEDICAL CENTER COFFEE REGIONAL MEDICAL CTR INC EMPLOYEE SAVINGS & RETIREMENT | DOUGLAS GA | 1,171 | $57.1M | $4.3M |
| 3 | RIVIANA FOODS INC. |
HARRISBURG PA |
| 1,026 |
| $90.0M |
| $2.6M |
| 4 | D & D GEAR, INC. D & D GEAR, INC. 401(K) PROFIT SHARING PLAN | ANAHEIM CA | 238 | $30.6M | $1.7M |
| 5 | TRANSOM HIGHLIGHTS HOLDINGS CORPORATION GENE JUAREZ SALONS & SPAS 401(K) PLAN | RENTON WA | 450 | $34.9M | $872K |
| 6 | CURTIS SQUIRE, INC. CURTIS SQUIRE, INC. RETIREMENT SAVINGS PLAN | EDEN PRAIRIE MN | 189 | $11.1M | $463K |
| 7 | ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP OF ORANGE COUNTY ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN | ORANGE CA | 177 | $35.2M | $342K |
| 8 | SSM GROUP, INC. SSM GROUP, INC. 401(K) PROFIT SHARING PLAN | READING PA | 74 | $14.0M | $325K |
| 9 | CEE KAY SUPPLY, INC CEE KAY SUPPLY, INC. PROFIT SHARING PLAN | ST. LOUIS MO | 145 | $19.8M | $247K |
| 10 | HAI MANAGEMENT, INC. THE HUMPHREY COMPANIES 401(K) PLAN | COLUMBIA MD | 274 | $8.9M | $142K |
