Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Legg Mason Institutional Funds Clearbridge Large Cap Growth Is 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 403(B) RETIREMENT PLAN FOR IGHL & CDD | EAST MORICHES NY | 3,448 | $57.2M | $1.3M |
| 2 | STAHL SHEAFFER ENGINEERING, LLC STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN | STATE COLLEGE PA | 125 | $10.7M | $741K |
| 3 | NAVIGANT HOLDINGS, LLC DBA NAVIGANT MOTOR GROUP |
NORTHVILLE MI |
| 203 |
| $2.2M |
| $170K |
