Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding CLEARBRIDGE MID CAP R in their Schedule of Assets, totaling $412K 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 | THE CARLSON LAW FIRM, P.C. THE CARLSON LAW FIRM, P.C. 401(K) PLAN | KILLEEN TX | 140 | $14.8M | $336K |
| 2 | SUMMIT MANAGEMENT CONSULTING, L. SUMMIT MANAGEMENT CONSULTING, L.L.C. EMPLOYEES SAVINGS PLAN | KIMBALL MI | 199 | $5.4M | $44K |
| 3 | THE LEARNING EXPERIENCE CORPORAT |
DEERFIELD BEACH FL |
| 542 |
| $6.9M |
| $33K |
