Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding CLEARBRIDGE LARGE CAP GROWTH R in their Schedule of Assets, totaling $993K 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 | THE CARLSON LAW FIRM, P.C. THE CARLSON LAW FIRM, P.C. 401(K) PLAN | KILLEEN TX | 140 | $14.8M | $865K |
| 2 | NOW OPTICS LLC NOW OPTICS LLC 401K PLAN | DELRAY BEACH FL | 1,124 | $9.1M | $92K |
| 3 | CARIBBEAN SUN AIRLINES, INC. DBA CARIBBEAN SUN AIRLINES, INC. DBA WORLD ATLANTIC AIRLINES 401(K) P |
MIAMI FL |
| 221 |
| $2.1M |
| $36K |
