Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Legg Mason in their Schedule of Assets, totaling $3.4M 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 | NORTH HUDSON COMMUNITY ACTION CORPORATION NORTH HUDSON COMMUNITY ACTION CORPORATION TAX DEFERRED ANNUITY | UNION CITY NJ | 724 | $20.5M | $1.9M |
| 2 | TAMARACK MANAGEMENT INC. TAMARACK MANAGEMENT INC. PENSION PLAN | MISSOULA MT | 139 | $10.8M | $639K |
| 3 | THE ROCK AND ROLL HALL OF FAME AND MUSEUM, INC. |
CLEVELAND OH |
| 229 |
| $13.9M |
| $457K |
| 4 | FREEDOM HOUSE INC. FREEDOM HOUSE 403B RETIREMENT PLAN | WASHINGTON DC | 179 | $25.5M | $234K |
| 5 | TARRIER FOODS CORPORATION TARRIER FOODS CORPORATION PROFIT SHARING PLAN | COLUMBUS OH | 86 | $8.2M | $104K |
| 6 | BIG BROTHERS BIG SISTERS INDEPENDENCE REGION 403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION | PHILADELPHIA PA | 87 | $1.7M | $44K |
| 7 | THE CYPRESS OF RALEIGH CLUB INC. THE CYPRESS OF RALEIGH CLUB 401K PLAN | RALEIGH NC | 298 | $3.6M | $13K |
| 8 | YOUNG INNOVATIONS, INC. YOUNG INNOVATIONS, INC. 401(K) PROGRAM | ALGONQUIN IL | 637 | $48.7M | $11K |
