PlanOptica
ClearBridge

ClearBridge Select Fund Class I

Ticker LBFIX · Mutual fund · Share class: Class I

Matched by tickerAll Franklin Templeton fundsSearch the plans that hold it

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Filings through .

Plans holding
6
4 with $250K or more
Dollars held
$4.4M
69,856 of 69,862 plans with fund lines hold none
Median per plan
$392K
Share of their fund dollars
1.9%

Same fund, other share classes

2 plans hold a costlier class of this fund than the cheapest class held in the data.

ClassCost tierPlansDollars
Class InstlLCSSXLow cost42$28.4M
Class I (this page)LBFIXLow cost6$4.4M
Class ALCLAXRetail / revenue sharing2$1.5M
ClearBridge Select Fund Class FILCBSXNot stated1$29K

Plans adding and dropping it, 2024 to 2025

Added
1 plan
$899K at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle

Plans that added it in 2025 (1 plan)

Plans that added it in 2025
PlanYear-end value
Alogent 401(k) Plan$5M-$50M$899K

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold ClearBridge Select Fund Class I

The largest 10 plans in each list.

One Diversified, LLC 401(k) Plan$146M plan · One Diversified, LLC, NJ · Bank of America (Merrill)$2.6M
Alogent 401(k) Plan$29.3M plan · Alogent Holdings, Inc., GA · T. Rowe Price$899K
Bentek Corporation Inc. 401(k) Plan$8.8M plan · Bentek Corporation, CA · ADP$392K
Visionary Communications, Inc. 401(k) Plan$16.5M plan · Visionary Communications, Inc., WY · Fidelity (FMR)$295K
Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan$35.3M plan · Evansville Surgical Associates, Inc., IN · Vanguard$124K
Superheat FGH Retirement Readiness Plan$10.0M plan · Superheat FGH Services, Inc., IL · Fidelity (FMR)$111K

Plans whose filed schedule lists ClearBridge Select Fund Class I.

How the filings spell it

Show 2 names seen in the filings
  • Clearbridge Select
  • Clearbridge Select I