Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Clearbridge Large Cap Value Fund in their Schedule of Assets, totaling $7.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNIVERSAL INSTRUMENTS CORPORATION CBA RETIREMENT SAVINGS PLAN | CONKLIN NY | 301 | $116.3M | $6.2M |
| 2 | THE COATS COMPANY, LLC THE COATS COMPANY UNION RETIREMENT SAVINGS PLAN | LA VERGNE TN | 122 | $6.6M | $348K |
| 3 | THE COATS COMPANY, LLC THE COATS COMPANY RETIREMENT SAVINGS PLAN |
LA VERGNE TN |
| 227 |
| $25.8M |
| $312K |
| 4 | SETON HOME STUDY SCHOOL SETON HOME STUDY SCHOOL 401(K) PROFIT SHARING PLAN & TRUST | FRONT ROYAL VA | 152 | $3.8M | $58K |
| 5 | SHEET METAL WORKERS LOCAL 22 WELFARE FUND BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 22 - WELFARE FUND | KENILWORTH NJ | 279 | $21.9M | $55K |
| 6 | LOCKHART AUTOMOTIVE GROUP, INC. LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN | FISHERS IN | 177 | $6.7M | $44K |
| 7 | HACKENSACK MERIDIAN HEALTH CONSOLIDATED 403(B) PLAN OF HACKENSACK MERIDIAN HEALTH | EDISON NJ | 16,020 | $1.8B | $23K |
| 8 | DARTMOUTH HEALTH DARTMOUTH HEALTH 403(B) PLAN | LEBANON NH | 14,331 | $1.7B | $9K |
