Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Legg Mason ClearBridge Select IS Fund in their Schedule of Assets, totaling $892K 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 | SAMET CORPORATION SAMET CORPORATION 401(K) PROFIT SHARING PLAN | GREENSBORO NC | 553 | $38.8M | $888K |
| 2 | GOODWILL INDUSTRIES OF DALLAS, INC. GOODWILL INDUSTRIES OF DALLAS, INC. 403(B) TAX-DEFERRED ANNUITY | DALLAS TX | 833 | $6.5M | $4K |
