Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Clearbridge Value Trust Fund Value of Int in Regist Invest Co. in their Schedule of Assets, totaling $744K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SORBARA AND SON, LP SOUTH FAYETTE SHOP & SAVE 401(K) PLAN | CARNEGIE PA | 173 | $3.5M | $744K |
