ClearBridge
ClearBridge Appreciation Fund Class I
Ticker SAPYX · 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
14
9 with $250K or more
Dollars held
$17.4M
69,848 of 69,862 plans with fund lines hold none
Median per plan
$881K
Share of their fund dollars
2.1%
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 I (this page)SAPYX | Low cost | 14 | $17.4M |
| ClearBridge Appreciation Fund Class RLMPPX | Not stated | 3 | $918K |
| ClearBridge Appreciation Fund Class FILMPIX | Not stated | 1 | $30K |
Plans adding and dropping it, 2024 to 2025
Added
1 plan
$749K 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)
| Plan | Year-end value |
|---|---|
| BSKB - 401(k) Profit Sharing Plan$50M-$250M | $749K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold ClearBridge Appreciation Fund Class I
The largest 10 plans in each list.
| Dead River 401(k) Retirement Savings Plan$109M plan · Dead River Company, ME · Empower | $4.5M |
| GS1 US 401(k) Profit Sharing Plan$116M plan · GS1 US, Inc., NJ · Fidelity (FMR) | $3.4M |
| 9DOT 401(k) Plan$127M plan · 9 Dot Education Solutions, LLC, CA · Empower | $2.4M |
| Carlson, Brigance & Doering, Inc. Retirement Plan$13.1M plan · Carlson, Brigance & Doering, Inc., TX · Transamerica (Aegon) | $1.5M |
| Jmac, Inc. 401(k) Plan$50.6M plan · Jmac, Inc., OH · Nationwide | $1.4M |
| Land Mark Electric, Inc. 401(k) Plan$14.2M plan · Land Mark Electric, Inc., CA · Nationwide | $924K |
| Kitson & Partners Management Services, Inc. 401(k) Plan$26.2M plan · Kitson & Partners Management Ser, FL · Morgan Stanley | $881K |
| Smi Management, LLC 401(k) Plan and Trust$45.9M plan · Smi Management, LLC, GA · Fidelity (FMR) | $795K |
| BSKB - 401(k) Profit Sharing Plan$73.4M plan · Birch, Stewart, Kolasch & Birch, LLP, VA · Empower | $749K |
| Cexec, Inc. 401(k) Profit Sharing Plan & Trust$30.4M plan · Cexec, Inc., VA · Bank of America (Merrill) | $227K |
Plans whose filed schedule lists ClearBridge Appreciation Fund Class I.
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How the filings spell it
Show 3 names seen in the filings
- ClearBridge Appreciation Fund CL I
- ClearBridge Appreciation I
- Clearbridge Appreciation FD I