Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Clearbridge Select Institutional Shares in their Schedule of Assets, totaling $2.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JAMES RIVER GROUP, INC. JAMES RIVER GROUP, INC. 401(K) PLAN | RICHMOND VA | 645 | $100.7M | $2.5M |
