Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding ClearBridge Mid Cap IS Mutual fund in their Schedule of Assets, totaling $1.3M 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 | PORTER-STARKE SERVICES, INC. PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN | VALPARAISO IN | 437 | $18.4M | $1.3M |
| 2 | REAL BENEFITS GROUP, INC. ALIAT RETIREMENT SAVINGS PLAN | TIGARD OR | 770 | $5.7M | $4K |
| 3 | ALCOA ELECTRICAL CONTRACTOR INC ALCOA GROUP 401(K) PLAN. |
HUNTINGTON BEACH CA |
| 168 |
| $7.8M |
| $3K |
