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 in their Schedule of Assets, totaling $14.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRILOGY MANAGEMENT SERVICES, LLC TRILOGY MANAGEMENT SERVICES, LLC RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 13,844 | $193.7M | $8.0M |
| 2 | HELIGROUP HOLDINGS, INC. HELIGROUP HOLDINGS, INC. 401(K) PLAN | HOWELL MI | 247 | $19.9M | $2.3M |
| 3 | SYN-TECH SYSTEMS, INC. SYN-TECH SYSTEMS RETIREMENT PLAN |
TALLAHASSEE FL |
| 171 |
| $42.8M |
| $1.9M |
| 4 | THE COLORADO MUSEUM OF NATURAL HISTORY, A COLORADO NON-PROFIT CORPORAT DENVER MUSEUM OF NATURE & SCIENCE RETIREMENT PLAN | DENVER CO | 525 | $38.3M | $1.6M |
| 5 | THE SPEECH PATHOLOGY GROUP, INC. THE COMMUNICATIONS GROUP 401(K) PLAN | WALNUT CREEK CA | 1,484 | $37.7M | $414K |
| 6 | MCCRAW OIL/KWIK CHEK MCCRAW OIL/KWIK CHEK 401(K) PLAN | BONHAM TX | 948 | $9.1M | $71K |
| 7 | GOODWILL OF THE GREAT PLAINS 401(K) PLAN OF GOODWILL OF THE GREAT PLAINS | SIOUX CITY IA | 260 | $6.7M | $43K |
| 8 | SPARTAN ELECTRIC CO., INC. SPARTAN ELECTRIC PROFIT SHARING PLAN & TRUST | IJAMSVILLE MD | 113 | $8.5M | $5K |
