Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Clearbridge Large Cap Growth IS in their Schedule of Assets, totaling $23.5M 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 | OAK RIDGE ASSOCIATED UNIVERSITIES OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN | OAK RIDGE TN | 1,069 | $359.2M | $10.0M |
| 2 | CHICAGO TUBE AND IRON COMPANY CHICAGO TUBE AND IRON CO. EMPLOYEES' PROFIT SHARING & 401(K) SAVINGS PLAN | ROMEOVILLE IL | 341 | $59.6M | $9.2M |
| 3 | THERADEX SYSTEMS, INC. |
PRINCETON NJ |
| 95 |
| $22.1M |
| $1.4M |
| 4 | MUSCULAR DYSTROPHY ASSOCIATION, INC. MUSCULAR DYSTROPHY ASSOCIATION, INC. SAVINGS PLAN | CHICAGO IL | 287 | $23.3M | $1.2M |
| 5 | GAMING CAPITAL GROUP LLC GAMING CAPITAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST | NEWCASTLE OK | 328 | $21.6M | $655K |
| 6 | INLAND TECHNOLOGIES INTERNATIONAL LIMITED INLAND TECHNOLOGIES INTERNATIONAL LIMITED 401(K) PLAN | — | 874 | $11.9M | $566K |
| 7 | STORR OFFICE ENVIRONMENTS, INC. STORR OFFICE ENVIRONMENTS, INC 401(K) PROFIT SHARING PLAN | RALEIGH NC | 233 | $16.7M | $239K |
| 8 | HOSPICE OF WASHINGTON COUNTY, INC. 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. | HAGERSTOWN MD | 115 | $5.8M | $137K |
| 9 | REPCO-LITE PAINTS, INC. REPCO-LITE PAINTS, INC. PROFIT SHARING 401(K) PLAN | HOLLAND MI | 106 | $3.1M | $29K |
| 10 | BLUEFIELD REGIONAL MEDICAL CENTER BLUEFIELD REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN | BLUEFIELD WV | 11 | $993K | $2K |
