Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Clearbridge Select Fund Class IS in their Schedule of Assets, totaling $4.9M 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 | OPEX CORPORATION OPEX CORPORATION 401K PROFIT SHARING PLAN | MOORESTOWN NJ | 1,418 | $194.2M | $4.3M |
| 2 | PLAN EMPLOYER CINCH HOME SERVICES INC. CINCH HOME SERVICES, INC. AND AFFILIATES 401(K) RETIREMENT PLAN | BOCA RATON FL | 713 | $47.8M | $317K |
| 3 | FARMERS & MERCHANTS BANK, INC. |
HAMPSTEAD MD |
| 90 |
| $11.1M |
| $210K |
| 4 | CRAFTY APES LLC CRAFTY APES 401(K) PROFIT SHARING PLAN | EL SEGUNDO CA | 190 | $13.5M | $78K |
| 5 | AMAROK, LLC AMAROK, LLC 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 447 | $19.3M | $45K |
| 6 | PRECISION CONCEPTS GROUP, LLC PCG 401(K) PLAN | WINSTON SALEM NC | 217 | $3.7M | $10K |
