Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Legg Mason ClearBridge Mid Cap Fund in their Schedule of Assets, totaling $2.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DOBBS COMPANIES 401(K) RETIREMENT PLAN DOBBS COMPANIES 401(K) RETIREMENT PLAN | ALBUQUERQUE NM | 1,726 | $53.5M | $1.5M |
| 2 | DOBBS MANAGEMENT SERVICE, LLC DOBBS COMPANIES 401(K) RETIREMENT PLAN | MEMPHIS TN | 1,586 | $67.5M | $706K |
| 3 | BONDED LIGHTNING PROTECTION SYSTEMS, LTD |
ARGYLE TX |
| 176 |
| $10.4M |
| $8K |