Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Clearbridge Mid-Cap Class IS Fund in their Schedule of Assets, totaling $15K 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 | J.R. COLE INDUSTRIES, INC. J.R. COLE INDUSTRIES, INC. 401(K) PLAN | CHARLOTTE NC | 175 | $11.5M | $7K |
| 2 | HILLER, LLC DBA HILLER PLUMBING, HEATING, COOLING & ELECTRICAL HILLER, LLC 401(K) PLAN | NASHVILLE TN | 782 | $17.4M | $7K |
