Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Clearbridge Mid Cap Fund in their Schedule of Assets, totaling $6.1M 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 | HOUSTON CHAPTER AGC/LOUISIANA AGC AGC SOUTHWEST CHAPTERS 401(K) PLAN | HOUSTON TX | 14,004 | $526.8M | $4.3M |
| 2 | GROTON SCHOOL GROTON SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | GROTON MA | 240 | $87.1M | $1.0M |
| 3 | J. DAVIS ARCHITECTS, PC J. DAVIS ARCHITECTS, PC 401(K) PROFIT SHARING PLAN | RALEIGH NC | 57 | $11.6M | $322K |
| 4 | MASONIC HOMES OF KENTUCKY, INC. MASONIC HOMES OF KENTUCKY, INC. RETIREMENT SAVINGS PLAN | MASONIC HOME KY | 649 | $10.6M | $232K |
| 5 | INDUSTRIAL ECONOMICS INCORPORATED IEC EMPLOYEE SAVINGS PLAN | CAMBRIDGE MA | 133 | $11.8M | $143K |
| 6 | CITIZENS FINANCIAL CORPORATION, INC. CITIZENS FINANCIAL CORP. 401(K) SAVINGS PLAN AND TRUST AGREEMENT | LOUISVILLE KY | 743 | $20.5M | $39K |
| 7 | BALLARD MACK SALES & SERVICE, INC. BALLARD MACK SALES & SERVICE, INC. 401(K) PROFIT SHARING PLAN | WORCESTER MA | 220 | $18.0M | $39K |
| 8 | HACKENSACK MERIDIAN HEALTH CONSOLIDATED 403(B) PLAN OF HACKENSACK MERIDIAN HEALTH | EDISON NJ | 16,020 | $1.8B | $9K |
| 9 | LAC VIEUX DESERT BAND OF LAKE SUPERIOR CHIPPEWA LAC VIEUX DESERT BAND OF LAKE SUPERIOR CHIPPEWA INDIANS 401(K) PLAN | WATERSMEET MI | 411 | $8.9M | $6K |
