Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding ClearBridge Large Cap Value Fund Class I in their Schedule of Assets, totaling $251K 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 | EXPRESSWAY DODGE, INC. EXPRESSWAY DODGE, INC. 401(K) PLAN | EVANSVILLE IN | 237 | $22.6M | $168K |
| 2 | KC TRANSPORTATION, INC. KC GROUP 401(K) PLAN | CARLETON MI | 570 | $12.4M | $56K |
| 3 | PDDS BUYER, LLC PDDS BUYER, LLC 401(K) PLAN | NEWPORT BEACH |
| 217 |
| $11.3M |
| $27K |
