Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Clearbridge Select Is Mutual Fund in their Schedule of Assets, totaling $1.5M 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 CASON GROUP, INC THE CASON GROUP RETIREMENT PLAN | COLUMBIA SC | 199 | $12.7M | $534K |
| 2 | EDEN AUTISM SERVICES, INC. EDEN AUTISM SERVICES, INC. 403(B) RETIREMENT PLAN | PRINCETON NJ | 549 | $22.3M | $273K |
| 3 | VARO MONEY, INC. VARO RETIREMENT PLAN |
SAN FRANCISCO CA |
| 392 |
| $23.7M |
| $272K |
| 4 | SOUTHERN PETROLEUM LABORATORIES, INC. SPL, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 529 | $16.4M | $152K |
| 5 | VALUE ADDED SOLUTIONS, INC. VALUE ADDED SOLUTIONS, INC. 401(K) PLAN | AIKEN SC | 177 | $10.7M | $149K |
| 6 | ORGAIN, LLC ORGAIN RETIREMENT SAVINGS PLAN | IRVINE CA | 156 | $8.1M | $77K |
