Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Clearbridge in their Schedule of Assets, totaling $11.2M 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 | ALLEN OVERY SHEARMAN STERLING US LLP ALLEN & OVERY LLP CASH BALANCE PENSION PLAN | NEW YORK NY | 89 | $41.8M | $3.4M |
| 2 | MEDICAL FACULTY ASSOCIATES, INC. MEDICAL FACULTY ASSOCIATES 403(B) PLAN | WASHINGTON DC | 1,567 | $345.1M | $3.4M |
| 3 | LEGAL AID FOUNDATION OF LOS ANGELES |
LOS ANGELES CA |
| 247 |
| $26.9M |
| $1.5M |
| 4 | LARSON-JUHL US LLC LARSON-JUHL RETIREMENT INVESTMENT PLAN | SUWANEE GA | 253 | $37.3M | $485K |
| 5 | ACHIEVEMENT FIRST, INC. ACHIEVEMENT FIRST, INC. 403(B) PLAN | NEW HAVEN CT | 1,869 | $88.2M | $484K |
| 6 | CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION, INC. TEACHERS FRINGE BENEFIT 403(B) PROGRAM | MIAMI FL | 314 | $56.4M | $368K |
| 7 | SEVEN SEVENTEEN CREDIT UNION, INC. SEVEN SEVENTEEN CREDIT UNION, INC. 401(K) SAVINGS PLAN FOR SALARIED EMPLOYEES | WARREN OH | 139 | $39.7M | $290K |
| 8 | THE BOARD OF TRUSTEES OF THE UFCW LOCAL 1-D 401K UFCW LOCAL 1-D 401(K) PLAN | BROOKLYN NY | 316 | $16.5M | $235K |
| 9 | FIRST NATIONAL BANK ALASKA FIRST NATIONAL BANK ALASKA PROFIT SHARING & 401(K) PLAN | ANCHORAGE AK | 614 | $119.5M | $183K |
| 10 | BONITA SPRINGS UTILITIES, INC. BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN | BONITA SPRINGS FL | 125 | $15.8M | $153K |
