Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding CLEARBRIDGE LRG CAP GRTH GM MUTUAL FUNDS in their Schedule of Assets, totaling $2.6M 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 | SHUTTLEWORTH & INGERSOLL, P.L.C. SHUTTLEWORTH & INGERSOLL, P.L.C. 401(K) PLAN | CEDAR RAPIDS IA | 103 | $43.8M | $2.4M |
| 2 | CLOEREN INCORPORATED CLOEREN INCORPORATED 401(K) PLAN | ORANGE TX | 343 | $30.6M | $155K |
| 3 | BLACK MANN & GRAHAM LLP BLACK MANN & GRAHAM LLP 401(K) PROFIT SHARING PLAN AND TRUST |
FLOWER MOUND TX |
| 83 |
| $13.8M |
| $55K |
