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 I Mutual fund in their Schedule of Assets, totaling $2.1M 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 | SIMPLY GOOD FOODS USA, INC. SIMPLY GOOD FOODS USA, INC. 401(K) PROFIT SHARING PLAN | DENVER CO | 258 | $36.9M | $1.0M |
| 2 | BRILEX INDUSTRIES, INC. THE BRILEX GROUP 401(K)PLAN | YOUNGSTOWN OH | 243 | $27.8M | $727K |
| 3 | GREENHILL SCHOOL GREENHILL SCHOOL 403(B) PLAN |
ADDISON TX |
| 429 |
| $62.9M |
| $356K |