Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Transamerica Financial Life Insurance Company ClearBridge Appre Ret Acct in their Schedule of Assets, totaling $2.4M 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 | FERREIRA CONSTRUCTION CO., INC. FERREIRA CONSTRUCTION CO., INC. 401(K) AND PROFIT SHARING PLAN | BRANCHBURG NJ | 594 | $38.6M | $1.2M |
| 2 | BROWN'S OF BELLPORT, INC. BROWN'S OF BELLPORT 401(K) PLAN | PATCHOGUE NY | 71 | $7.2M | $1.2M |
