Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Clearbridge Select IS Mutual Funds in their Schedule of Assets, totaling $589K 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 | PATHFINDER BANK PATHFINDER BANK 401(K) SAVINGS PLAN | OSWEGO NY | 271 | $20.5M | $588K |
| 2 | ISSUES MANAGEMENT, INC ISSUES MANAGEMENT, INC. 401K PLAN | SIOUX FALLS SD | 509 | $5.9M | $1K |
