Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding ClearBridge Mid Cap Fund Class IS in their Schedule of Assets, totaling $5K 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 | PLK COMMUNITIES LLC PLK COMMUNITIES LLC 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 200 | $5.2M | $3K |
| 2 | QAS MANAGEMENT LLC QAS MANAGEMENT LLC 401(K) PSP & TRUST | CHARLOTTE NC | 1,509 | $4.4M | $2K |
