Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Clearbridge Value A Mutual Fund in their Schedule of Assets, totaling $1.6M 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 | DAVID LERNER ASSOCIATES, INC. DAVID LERNER ASSOCIATES, INC. 401K PLAN | SYOSSET NY | 163 | $59.1M | $1.5M |
| 2 | LOWELL COMMUNITY HEALTH CENTER, INC. LOWELL COMMUNITY HEALTH CENTER 403(B) PLAN | LOWELL MA | 566 | $12.5M | $70K |
