Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Clearbridge Large Cap Value Is Mutual fund n/a in their Schedule of Assets, totaling $263K 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 | OSHMAN FAMILY JEWISH COMMUNITY CENTER OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN | PALO ALTO CA | 209 | $13.0M | $223K |
| 2 | TULSA BONE AND JOINT ASSOCIATES, INC. TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN | TULSA OK | 319 | $45.3M | $40K |
