ClearBridge
ClearBridge Select Fund Class IS
Ticker LCSSX · Mutual fund · Share class: Class Instl
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
42
20 with $250K or more
Dollars held
$28.4M
69,820 of 69,862 plans with fund lines hold none
Median per plan
$229K
Share of their fund dollars
1.3%
Same fund, other share classes
2 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class Instl (this page)LCSSX | Low cost | 42 | $28.4M |
| Class ILBFIX | Low cost | 6 | $4.4M |
| Class ALCLAX | Retail / revenue sharing | 2 | $1.5M |
| ClearBridge Select Fund Class FILCBSX | Not stated | 1 | $29K |
Plans adding and dropping it, 2024 to 2025
Added
2 plans
$3.1M at year-end 2025
Dropped
2 plans
$5.8M 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 (2 plans)
| Plan | Year-end value |
|---|---|
| Indiana Pipe Trades Defined Contribution Pension Plan$50M-$250M | $2.9M |
| Emjay Engineering and Construction Co., Inc. 401(k) Profit Sharing Plan$5M-$50M | $285K |
Plans that dropped it after 2024 (2 plans)
| Plan | Year-end value |
|---|---|
| Wgu Retirement Savings Plan$250M-$1B | $4.9M |
| Samet Corporation 401(k) Profit Sharing Plan$5M-$50M | $888K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold ClearBridge Select Fund Class IS
The largest 10 plans in each list.
| Opex Corporation 401(k) Profit Sharing Plan$214M plan · Opex Corporation, NJ · Lincoln Financial | $5.2M |
| Applied Industrial Technologies, Inc. Retirement Savings Plan$936M plan · Applied Industrial Technologies, Inc., OH · Charles Schwab | $3.8M |
| Ipc 401(k) Plan$134M plan · Ipc Systems, Inc., NJ · Fidelity (FMR) | $3.2M |
| James River Group, Inc. 401(k) Plan$113M plan · James River Group, Inc., VA · Empower | $2.9M |
| Indiana Pipe Trades Defined Contribution Pension Plan$109M plan · BD of Trustees - Indiana Pipe Trades DFND Cont Pension Plan, IN · Nyhart | $2.9M |
| Trucordia 401(k) Plan$139M plan · Trucordia Insurance Services, LLC, UT · Fidelity (FMR) | $1.8M |
| Bader Retirement Savings Plan$19.6M plan · Bader Management Inc., MN · Empower | $886K |
| Cinch Home Services, Inc. and Affiliates 401(k) Retirement Plan$109M plan · Cinch Home Services Inc., FL · Fidelity (FMR) | $833K |
| Vineyard Vines 401(k) Plan$51.7M plan · Vineyard Vines, LLC, CT · JPMorgan | $684K |
| Frank O. Gehry & Associates, Inc. / Gehry Partners, LLP 401(k) Plan$58.3M plan · Gehry Partners, LLP, CA · Fidelity (FMR) | $654K |
Plans whose filed schedule lists ClearBridge Select Fund Class IS.
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How the filings spell it
Show 8 names seen in the filings
- ClearBridge Select
- ClearBridge Select Fund Cl IS
- ClearBridge Select Fund IS
- ClearBridge Select IS Fund
- ClearBridge Select Mutual
- Clearbridge Select IS
- Legg Mason ClearBridge Select
- Legg Mason ClearBridge Select IS Fund