Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Clearbridge Mid Cap IS in their Schedule of Assets, totaling $2.0M 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 | E.L. ROBINSON ENGINEERING CO. E.L. ROBINSON ENGINEERING 401(K) PLAN | CHARLESTON WV | 143 | $24.3M | $1.3M |
| 2 | TRIANGLE MANUFACTURING CO., INC. TRIANGLE MANUFACTURING CO., INC. SAVINGS AND INVESTMENT PLAN | UPPER SADDLE RIVER NJ | 214 | $28.9M | $329K |
| 3 | MANN LAKE LTD. MANN LAKE LTD. 401(K) PLAN |
HACKENSACK MN |
| 295 |
| $7.7M |
| $271K |
| 4 | FLUENT, INC. FLUENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST 003 | NEW YORK NY | 191 | $19.4M | $60K |
| 5 | MCCONNELL GOLF, LLC MCCONNELL GOLF 401(K) PROFIT SHARING PLAN | RALEIGH NC | 606 | $13.9M | $52K |
| 6 | MUNRO & ASSOCIATES, INC. MUNRO & ASSOCIATES, INC. 401(K) PLAN | AUBURN HILLS MI | 65 | $13.0M | $5K |
