Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Clearbridge Mid Cap I Mutual Funds in their Schedule of Assets, totaling $2.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHESTNUT HILL REALTY CORP. CHESTNUT HILL REALTY CORP. 401K PLAN | CHESTNUT HILL MA | 218 | $43.3M | $2.0M |
| 2 | BWT LLC BWT LLC 401K PLAN | GREENVILLE SC | 360 | $14.5M | $460K |
