Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Clearbridge Large Cap Value Fund Class I Mutual Fund in their Schedule of Assets, totaling $1.9M 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 | PROJECT ASSOCIATES, INC. PROJECT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN | EVANSVILLE IN | 116 | $30.9M | $1.4M |
| 2 | HOLIDAY HOME HEALTH CARE CORPORATION OF EVANSVILLE HOLIDAY HEALTH CARE 401(K) PROFIT SHARING PLAN | EVANSVILLE IN | 364 | $7.8M | $201K |
| 3 | LENSING WHOLESALE INC. |
EVANSVILLE IN |
| 135 |
| $13.1M |
| $116K |
| 4 | HAUSNER HARD CHROME, INC. HAUSNER HARD CHROME 401(K) PROFIT SHARING PLAN | OWENSBORO KY | 116 | $7.8M | $110K |
| 5 | DITTO SALES, INC. DITTO SALES, INC. 401(K) PLAN | JASPER IN | 117 | $5.4M | $85K |