ClearBridge
ClearBridge Appreciation Fund Class FI
Ticker LMPIX · Insurance contract
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
1
0 with $250K or more
Dollars held
$30K
69,861 of 69,862 plans with fund lines hold none
Median per plan
$30K
Share of their fund dollars
0.3%
Same fund, other share classes
20 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class InstlLMESX | Low cost | 30 | $118M |
| Class ASHAPX | Retail / revenue sharing | 20 | $30.8M |
| Class ISAPYX | Low cost | 14 | $17.4M |
| ClearBridge Appreciation Fund Class RLMPPX | Not stated | 3 | $918K |
| ClearBridge Appreciation Fund Class FI (this page)LMPIX | Not stated | 1 | $30K |
Plans adding and dropping it, 2024 to 2025
Added
0 plans
$0 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
No plan added or dropped this fund between 2024 and 2025.
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold ClearBridge Appreciation Fund Class FI
The largest 10 plans in each list.
| Mainline Health 403(b) Plan$9.7M plan · Mainline Health Systems Inc., AR · OneAmerica | $30K |
Plans whose filed schedule lists ClearBridge Appreciation Fund Class FI.
How the filings spell it
No other spellings recorded.