Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding FRANKLIN/TEMPLETON CLEARBRIDGE INTL GROWTH IS MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $2.0M 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 | COMMUNITY HEALTH CLINICS INC. TERRY REILLY HEALTH SERVICES MONEY PURCHASE PLAN | NAMPA ID | 400 | $17.2M | $723K |
| 2 | NOVA FINANCIAL & INVESTMENT CORPORATION NOVA FINANCIAL & INVESTMENT CORP. EMPLOYEES 401K PROFIT SHARING PLAN | TUCSON AZ | 335 | $38.9M | $557K |
| 3 | HANSEN-RICE INC. |
NAMPA ID |
| 89 |
| $14.5M |
| $419K |
| 4 | HOUSE OF DESIGN LLC HOUSE OF DESIGN LLC 401(K) PROFIT SHARING PLAN | NAMPA ID | 0 | $3.0M | $207K |
| 5 | HEART OF TEXAS GOODWILL INDUSTRIES INC. HEART OF TEXAS GOODWILL INDUSTRIES 403B PLAN | WACO TX | 444 | $1.5M | $52K |
| 6 | KATZKIN LEATHER INC. KATZKIN LEATHER INC. EMPLOYEES 401K PLAN | MONTEBELLO CA | 333 | $4.5M | $8K |