Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Franklin Templeton ClearBridge International Growth IS - 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WAFRA INC. WAFRA 401(K) PROFIT SHARING PLAN | NEW YORK NY | 166 | $72.6M | $1.0M |
| 2 | AHTNA, INCORPORATED AHTNA 401(K) PLAN | ANCHORAGE AK | 573 | $56.8M | $504K |
| 3 | DAVID ALLEN COMPANY, INC. DAVID ALLEN COMPANY, INC. 401K PROFIT SHARING PLAN |
RALEIGH NC |
| 184 |
| $11.5M |
| $91K |
| 4 | AHTNA, INCORPORATED AHTNA SCA 401(K) PLAN | ANCHORAGE AK | 357 | $7.8M | $3K |
| 5 | SCOOTERBUG, INC. SCOOTERBUG, INC. 401(K) PLAN | ORLANDO FL | 244 | $7.1M | $2K |
