Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Clearbridge Select Fund Class IS Mutual Fund in their Schedule of Assets, totaling $2.8M 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 | PCF INSURANCE SERVICES OF THE WEST, LLC PCF 401(K) PLAN | LINDON UT | 2,693 | $109.1M | $1.7M |
| 2 | BADER MANAGEMENT INC. BADER RETIREMENT SAVINGS PLAN | ST. LOUIS PARK MN | 400 | $18.1M | $1.2M |
