PlanOptica
ClearBridge

ClearBridge Growth Fund Class IS

Ticker LSIFX · Mutual fund · Share class: Class InstlLow cost

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
7
2 with $250K or more
Dollars held
$2.7M
69,855 of 69,862 plans with fund lines hold none
Median per plan
$119K
Share of their fund dollars
2.9%

Other share classes of this fund

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

ClassCost tierPlansDollars
Class Instl (this page)LSIFXLow cost7$2.7M
Class ASHRAXRetail / revenue sharing2$658K
Class ISAGYXLow cost5$554K

Plans that added or dropped it from 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 Growth Fund Class IS

The largest 10 plans in each list.

Conterra Ultra Broadband, LLC 401(k) Plan$27.5M plan · Conterra Ultra Broadband, LLC, NC · Bank of America (Merrill)$1.6M
Griffin Faculty Practice, Inc. 401(k) Retirement Plan$26.1M plan · Griffin Faculty Practice Plan, Inc., CT · Voya$815K
South Florida Surgical Special 401(k) Profit Sharing Plan & Trust$22.2M plan · South Florida Surgical Special, FL · Paychex$139K
Crimson Renewable Energy Holdings LLC 401(k) Plan$7.5M plan · Crimson Renewable Energy Holding, CO · ADP$119K
Community Renewal Team, Inc. 401(k) Plan$10.4M plan · Community Renewal Team, Inc., CT · Voya$48K
Chem Carriers, LLC 401(k) Plan$8.5M plan · Chem Carriers, LLC, LA · Voya$32K
SVZ USA Washington, Inc. 401(k) Profit Sharing Plan$3.3M plan · SVZ USA Washington, Inc., WA · Voya$12K

Plans whose filed schedule lists ClearBridge Growth Fund Class IS.

How the filings spell it

Show 3 names seen in the filings
  • ClearBridge Growth
  • Clearbridge Growth Fund - IS
  • Clearbridge Growth IS