CLEARBRIDGE INVESTMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
74
Active participants
128,991
Total plan assets
$162.4B
Filings (rows)
74
Direct comp
$7.8M
Indirect comp
$0
Aggregating 3 name variants under "CLEARBRIDGE INVESTMENT"
SERVICES PROVIDED
Other63
Advisor / Consultant11
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| CLEARBRIDGE LARGE CAP GROWTH CIF R2 | 26 |
| CLEARBRIDGE LG CAP GR CIF R2 | 4 |
| CB LARGE CAP GR R | 3 |
| CLEARBRIDGE SMALL CAP GROWTH R2 CIT | 3 |
| CLEARBRIDGE LARGE CAP GR CIF R22373 | 3 |
| CLEARBRIDGE SMALL CAP GROWTH CIT CL | 3 |
| CLEARBRIDGE INTERNATIONAL GROWTH CI | 3 |
| CLEARBRIDGE LARGE CAP GR CIF R-LM | 2 |
| CLEARBRIDGE INTERNATIONAL GROWTH CL | 2 |
| CLEARBRIDGE LARGE CAP GR CIF R2 | 1 |
Top plans served
All 74 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST | SEATTLE, WA | Other SERVICE PROVIDER | — | $49.9B | $1.5M |
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST | SEATTLE, WA | Other SERVICE PROVIDER | — | $48.9B | $963K |
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST | SEATTLE, WA | Other SERVICE PROVIDER | — | $46.2B | $1.0M |
| BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUND SOUTHERN ELECTRICAL RETIREMENT FUND | GOODLETTSVILLE, TN | Other NONE | 13,044 | $2.2B | $720K |
| BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUND SOUTHERN ELECTRICAL RETIREMENT FUND | GOODLETTSVILLE, TN | Other NONE | 11,461 | $1.9B | $558K |
| BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUND SOUTHERN ELECTRICAL RETIREMENT FUND | GOODLETTSVILLE, TN | Other NONE | 11,228 | $1.7B | $463K |
| NAVISTAR, INC. NAVISTAR, INC. RETIREE HEALTH BENEFIT AND LIFE INSURANCE PLAN | LISLE, IL | Other NONE | 0 | $1.2B | $75K |
| NAVISTAR, INC. NAVISTAR, INC. RETIREE HEALTH BENEFIT AND LIFE INSURANCE PLAN | LISLE, IL | Other NONE | 0 | $1.2B | $21K |
| TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION EMPLOYEES RETIREMENT PLAN | TORRANCE, CA | Other NONE | 1,123 | $436.3M | $124K |
| TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION EMPLOYEES RETIREMENT PLAN | TORRANCE, CA | Other NONE | 1,183 | $431.5M | $104K |
| TRUSTEES OF SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUND SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUND | TROY, MI | Other NONE | 1,348 | $421.7M | $0 |
| REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) PENSION FUND REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) PENSION PLAN | WEST TRENTON, NJ | Other NONE | 1,868 | $409.9M | $64K |
| TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION EMPLOYEES RETIREMENT PLAN | TORRANCE, CA | Other NONE | 1,270 | $405.9M | $118K |
| TRUSTEES OF SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUND SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUND | TROY, MI | Other NONE | 1,303 | $393.1M | $0 |
| REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) PENSION FUND REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) PENSION PLAN | WEST TRENTON, NJ | Other NONE | 1,818 | $369.6M | $49K |
| TRUSTEES OF SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUND SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUND | TROY, MI | Other NONE | 1,202 | $345.9M | $0 |
| ROOFERS LOCAL 149 PENSION FUND ROOFERS LOCAL 149 PENSION FUND | TROY, MI | Other NONE | 1,102 | $334.2M | $172K |
| ROOFERS LOCAL 149 PENSION FUND ROOFERS LOCAL 149 PENSION FUND | TROY, MI | Other NONE | 1,106 | $315.6M | $46K |
| ROOFERS LOCAL 149 PENSION FUND ROOFERS LOCAL 149 PENSION FUND | TROY, MI | Other NONE | 1,111 | $280.5M | $48K |
| BOARD OF TRUSTEES OF LOCAL 1205 PENSION FUND LOCAL 1205 PENSION FUND | FARMINGDALE, NY | Other NONE | 720 | $269.5M | $19K |
| BOARD OF TRUSTEES LOCAL 456 PENSION FUND WESTCHESTER TEAMSTERS LOCAL 456 PENSION FUND | ELMSFORD, NY | Advisor / Consultant INVESTMENT MANAGER | 868 | $265.9M | $206K |
| BOARD OF TRUSTEES LOCAL 456 ANNUITY FUND TEAMSTERS LOCAL 456 ANNUITY FUND | ELMSFORD, NY | Advisor / Consultant INVESTMENT MANAGER | 1,046 | $254.4M | $208K |
| BOARD OF TRUSTEES OF LOCAL 1205 PENSION FUND LOCAL 1205 PENSION FUND | FARMINGDALE, NY | Other NONE | 702 | $242.7M | $24K |
| BOARD OF TRUSTEES LOCAL 456 PENSION FUND WESTCHESTER TEAMSTERS LOCAL 456 PENSION FUND | ELMSFORD, NY | Advisor / Consultant INVESTMENT MANAGER | 914 | $241.3M | $169K |
| BOARD OF TRUSTEES LOCAL 456 ANNUITY FUND TEAMSTERS LOCAL 456 ANNUITY FUND | ELMSFORD, NY | Advisor / Consultant INVESTMENT MANAGER | 1,635 | $232.9M | $169K |
| BOARD OF TRUSTEES LOCAL 456 PENSION FUND WESTCHESTER TEAMSTERS LOCAL 456 PENSION FUND | ELMSFORD, NY | Advisor / Consultant INVESTMENT MANAGER | 983 | $219.4M | $140K |
| BOARD OF TRUSTEES OF LOCAL 1205 PENSION FUND LOCAL 1205 PENSION FUND | FARMINGDALE, NY | Other NONE | 687 | $215.8M | $21K |
| BOARD OF TRUSTEES LOCAL 456 ANNUITY FUND TEAMSTERS LOCAL 456 ANNUITY FUND | ELMSFORD, NY | Advisor / Consultant INVESTMENT MANAGER | 1,619 | $212.3M | $141K |
| BOARD OF TRUSTEES PENSION PLAN OF STEAMFITTERS PENSION FUND LOCAL 475 PENSION PLAN OF STEAMFITTERS PENSION FUND 475 | WARREN, NJ | Advisor / Consultant INVESTMENT MANAGEMENT | 451 | $198.3M | $63K |
| SOUTHERN STATES SAVINGS & RETIREMENT PLAN TRUST SOUTHERN STATES SAVINGS & RETIREMENT PLAN TRUST | VERO BEACH, FL | Other NONE | 13,898 | $192.9M | $33K |
| BOARD OF TRUSTEES PENSION PLAN OF STEAMFITTERS PENSION FUND LOCAL 475 PENSION PLAN OF STEAMFITTERS PENSION FUND 475 | WARREN, NJ | Advisor / Consultant INVESTMENT MANAGEMENT | 464 | $182.1M | $52K |
| SOUTHERN STATES SAVINGS & RETIREMENT PLAN TRUST SOUTHERN STATES SAVINGS & RETIREMENT PLAN TRUST | VERO BEACH, FL | Other NONE | 13,122 | $178.2M | $28K |
| THE BUILDING INDUSTRY ELECTRICAL CONTRACTORS ASSOCIATION, INC. ELECTRICIAN'S RETIREMENT FUND | HOLTSVILLE, NY | Other | 968 | $174.3M | $22K |
| BOARD OF TRUSTEES, SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND | TROY, MI | Other NONE | 608 | $166.4M | $0 |
| BOARD OF TRUSTEES PENSION PLAN OF STEAMFITTERS PENSION FUND LOCAL 475 PENSION PLAN OF STEAMFITTERS PENSION FUND 475 | WARREN, NJ | Other NONE | 451 | $165.9M | $37K |
| SOUTHERN STATES SAVINGS & RETIREMENT PLAN TRUST SOUTHERN STATES SAVINGS & RETIREMENT PLAN TRUST | VERO BEACH, FL | Other NONE | 13,258 | $160.4M | $24K |
| BOARD OF TRUSTEES, SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND | TROY, MI | Other NONE | 608 | $160.0M | $0 |
| BOARD OF TRUSTEES, SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND | TROY, MI | Other NONE | 590 | $145.9M | $0 |
| BOARD OF TRUSTEES LABORERS LOCAL 235 PENSION FUND LABORERS LOCAL 235 PENSION FUND | ELMSFORD, NY | Advisor / Consultant INVESTMENT MANAGER | 522 | $103.8M | $0 |
| BOARD OF TRUSTEES LOCAL 235 PENSION FUND LABORERS LOCAL 235 PENSION FUND | ELMSFORD, NY | Advisor / Consultant INVESTMENT MANAGER | 377 | $96.8M | $61K |
| THE BUILDING INDUSTRY ELECTRICAL CONTRACTORS ASSOCIATION, INC. BUILDING TRADES ANNUITY BENEFIT FUND | HOLTSVILLE, NY | Other NONE | 1,297 | $94.2M | $15K |
| BOARD OF TRUSTEES LOCAL 235 PENSION FUND LABORERS LOCAL 235 PENSION FUND | ELMSFORD, NY | Advisor / Consultant INVESTMENT MANAGER | 306 | $88.5M | $53K |
| BD OF TRUSTEES LABORERS' METRO HEALTH CARE FUND LABORERS' METROPOLITAN DETROIT HEALTH CARE FUND | LANSING, MI | Other NONE | 1,705 | $83.8M | $27K |
| BD OF TRUSTEES LABORERS' METRO HEALTH CARE FUND LABORERS' METROPOLITAN DETROIT HEALTH CARE FUND | LANSING, MI | Other NONE | 1,734 | $73.3M | $29K |
| BOARD OF TRUSTEES-LOCAL 18 INT'L HEAT & FROST INSULATORS LOCAL 18 INT'L ASSOC. OF HEAT & FROST INSULATORS & ALLIED WORKERS SUPPLEMENTAL PENSION FUND | INDIANAPOLIS, IN | Other NONE | 676 | $63.2M | $1K |
| BOARD OF TRUSTEES-LOCAL 18 INT'L HEAT & FROST INSULATORS LOCAL 18 INT'L ASSOC. OF HEAT & FROST INSULATORS & ALLIED WORKERS SUPPLEMENTAL PENSION FUND | INDIANAPOLIS, IN | Other NONE | 635 | $55.7M | $18K |
| BOARD OF TRUSTEES-LOCAL 18 INT'L HEAT & FROST INSULATORS LOCAL 18 INT'L ASSOC. OF HEAT & FROST INSULATORS & ALLIED WORKERS SUPPLEMENTAL PENSION FUND | INDIANAPOLIS, IN | Other NONE | 599 | $46.8M | $23K |
| BOARD OF TRUSTEES, IATSE LOCAL 38 PENSION FUND IATSE LOCAL 38 PENSION PLAN | TROY, MI | Other NONE | 1,002 | $36.2M | $0 |
| BOARD OF TRUSTEES, LOCAL 38 & 812 IATSE PENSION TRUST FUND IATSE LOCAL 38 AND LOCAL 812 PENSION PLAN | TROY, MI | Other NONE | 1,238 | $36.1M | $0 |
| BOARD OF TRUSTEES, IBEW LOCAL 445 PENSION FUND PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND | MADISON HEIGHTS, MI | Other NONE | 249 | $33.8M | $0 |
| SHEET METAL WORKERS LOCAL NO. 80 INSURANCE TRUST FUND SHEET METAL WORKERS LOCAL UNION NO. 80 INSURANCE TRUST FUND | TROY, MI | Other NONE | 1,429 | $30.4M | $0 |
| BOARD OF TRUSTEES, IBEW LOCAL 445 PENSION FUND PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND | MADISON HEIGHTS, MI | Other NONE | 182 | $30.3M | $0 |
| SHEET METAL WORKERS LOCAL NO. 80 INSURANCE TRUST FUND SHEET METAL WORKERS LOCAL UNION NO. 80 INSURANCE TRUST FUND | TROY, MI | Other NONE | 1,444 | $30.2M | $0 |
| BOARD OF TRUSTEES, IBEW LOCAL 445 PENSION FUND PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND | MADISON HEIGHTS, MI | Other NONE | 212 | $27.7M | $0 |
| SHEET METAL WORKERS LOCAL NO. 80 INSURANCE TRUST FUND SHEET METAL WORKERS LOCAL UNION NO. 80 INSURANCE TRUST FUND | TROY, MI | Other NONE | 1,191 | $25.6M | $0 |
| JT BD OF TRUSTEES, SIGN PICTORIAL DISPLAY UN LOCAL 591 AFLCIO PEN FD SIGN, PICTORIAL AND DISPLAY UNION LOCAL NO. 591 AFL-CIO PENSION FUND | BINGHAM FARMS, MI | Other | 37 | $19.4M | $0 |
| JT BD OF TRUSTEES, SIGN PICTORIAL DISPLAY UN LOCAL 591 AFLCIO PEN FD SIGN, PICTORIAL AND DISPLAY UNION LOCAL NO. 591 AFL-CIO PENSION FUND | BINGHAM FARMS, MI | Other NONE | 46 | $19.1M | $0 |
| JT BD OF TRUSTEES, SIGN PICTORIAL DISPLAY UN LOCAL 591 AFLCIO PEN FD SIGN, PICTORIAL AND DISPLAY UNION LOCAL NO. 591 AFL-CIO PENSION FUND | BINGHAM FARMS, MI | Other NONE | 51 | $18.8M | $0 |
| THE BUILDING INDUSTRY ELECTRICAL CONTRACTORS ASSOCIATION, INC. BUILDING TRADES WELFARE BENEFIT FUND | HOLTSVILLE, NY | Other | 1,056 | $18.7M | $16K |
| BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND | TROY, MI | Other NONE | 538 | $16.6M | $0 |
| SHEET METAL WORKERS LOCAL UNION 80 SUB FUND, BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL UNION NO. 80 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND | TROY, MI | Other NONE | 1,122 | $16.4M | $0 |
| BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND | TROY, MI | Other NONE | 494 | $16.4M | $0 |
| SHEET METAL WORKERS LOCAL UNION 80 SUB FUND, BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL UNION NO. 80 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND | TROY, MI | Other NONE | 1,070 | $15.0M | $0 |
| BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND | TROY, MI | Other NONE | 479 | $14.9M | $0 |
| SHEET METAL WORKERS LOCAL UNION 80 SUB FUND, BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL UNION NO. 80 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND | TROY, MI | Other NONE | 1,027 | $11.9M | $0 |
| SEIU MICHIGAN HEALTH AND WELFARE FUND BOARD OF TRUSTEES SEIU MICHIGAN HEALTH AND WELFARE FUND | BINGHAM FARMS, MI | Other NONE | 628 | $11.3M | $0 |
| SEIU MICHIGAN HEALTH AND WELFARE FUND BOARD OF TRUSTEES SEIU MICHIGAN HEALTH AND WELFARE FUND | BINGHAM FARMS, MI | Other NONE | 601 | $8.0M | $0 |
| EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION WELFARE TRUST EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION WELFARE TRUST | FRANKFORT, NY | Other NONE | 1,102 | $3.4M | $49K |
| BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 292 S.U.B. FUND SHEET METAL WORKERS LOCAL NO. 292 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND | TROY, MI | Other NONE | 673 | $2.9M | $0 |
| BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 292 S.U.B. FUND SHEET METAL WORKERS LOCAL NO. 292 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND | TROY, MI | Other NONE | 679 | $2.8M | $0 |
| SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSION SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSION FUND | BINGHAM FARMS, MI | Other | 49 | $2.7M | $0 |
| SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSION SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSION FUND | BINGHAM FARMS, MI | Other NONE | 49 | $2.6M | $0 |
| SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSION SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSION FUND | BINGHAM FARMS, MI | Other | 30 | $2.6M | $0 |
| BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 292 S.U.B. FUND SHEET METAL WORKERS LOCAL NO. 292 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND | TROY, MI | Other NONE | 703 | $2.4M | $0 |