Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Clearbridge Select Is in their Schedule of Assets, totaling $2.3M 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 | URBAN SCIENCE APPLICATIONS, INC. URBAN SCIENCE APPLICATIONS, INC. 401(K) PROFIT SHARING PLAN | DETROIT MI | 512 | $161.3M | $938K |
| 2 | HERITAGE BANCSHARES GROUP, INC. HERITAGE BANCSHARES GROUP, INC. 401(K) RETIREMENT PLAN | WILLMAR MN | 90 | $12.3M | $531K |
| 3 | AMERICAN TRANSIT INSURANCE COMPANY |
BROOKLYN NY |
| 525 |
| $34.7M |
| $378K |
| 4 | DEDON, INC. DEDON 401(K) RETIREMENT PLAN | HIGH POINT NC | 43 | $5.2M | $173K |
| 5 | EVERETT & HURITE OPHTHALMIC ASSOCIATION EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 94 | $16.4M | $77K |
| 6 | UNITED SURETY & INDEMNITY CO. UNITED SURETY & INDEMNITY CO. CODA PROFIT SHARING PLAN | SAN JUAN PR | 115 | $8.4M | $66K |
| 7 | GARNER ELECTRIC, CO. GARNER ELECTRIC, CO. 401(K) PROFIT SHARING PLAN | HILLSBORO OR | 140 | $4.2M | $56K |
| 8 | ANONYMOUS CONTENT, LLC ANONYMOUS CONTENT, LLC 401(K) PLAN AND TRUST | CULVER CITY CA | 138 | $18.3M | $19K |
| 9 | THESKIMM, INC. THESKIMM, INC. 401(K) PLAN | NEW YORK NY | 0 | $0 | $10K |
| 10 | BARRETO HOLDING COMPANY, LLC BARRETO HOLDING COMPANY 1081. 01(D) PLAN | SAINT JUST STATION PR | 222 | $562K | $6K |
