Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Clearbridge Mid Cap Class I Mutual fund in their Schedule of Assets, totaling $3.4M 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 | AER MANUFACTURING, L.P. AER MFG., INC. RETIREMENT SAVINGS PLAN AND TRUST | CARROLLTON TX | 831 | $48.9M | $3.2M |
| 2 | VALUE ADDED SOLUTIONS, INC. VALUE ADDED SOLUTIONS, INC. 401(K) PLAN | AIKEN SC | 177 | $10.7M | $206K |
| 3 | BISCO, INC. BISCO, INC. 401(K) PROFIT SHARING PLAN |
SHAUMBURG IL |
| 142 |
| $26.7M |
| $61K |
