Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Clearbridge Lg Cap Gr Is Fd Mutual Fund in their Schedule of Assets, totaling $231K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | 4M CAPITAL, LTD DBA ARTERIORS HOME ARTERIORS HOME 401(K) PLAN | LEWISVILLE TX | 167 | $8.6M | $231K |
