Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Clearbridge Mid Cap A in their Schedule of Assets, totaling $1.5M 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 | UMC PHYSICIANS UMC PHYSICIANS 401(K) PLAN | LUBBOCK TX | 457 | $35.9M | $1.3M |
| 2 | POINT BLANK ENTERPRISES, INC. POINT BLANK ENTERPRISES, INC. 401(K) PLAN | POMPANO BEACH FL | 3,181 | $17.5M | $141K |
| 3 | NEXCARE HEALTH SYSTEMS, LLC NEXCARE HEALTH SYSTEMS, LLC RETIREMENT SAVINGS PLAN |
BRIGHTON MI |
| 1,982 |
| $22.8M |
| $80K |
| 4 | THE POCA VALLEY BANKSHARES, INC. THE POCA VALLEY BANK KSOP | WALTON WV | 130 | $15.2M | $64K |
