Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Legg Mason Clearbridge Appreciation FI in their Schedule of Assets, totaling $262K 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 | DENVER ART MUSEUM DENVER ART MUSEUM RETIREMENT PLAN | DENVER CO | 432 | $22.6M | $262K |
