ClearBridge
ClearBridge Mid Cap Fund Class A
Ticker SBMAX · Mutual fund · Share class: Class ARetail / revenue sharing
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
11
4 with $250K or more
Dollars held
$6.3M
69,851 of 69,862 plans with fund lines hold none
Median per plan
$166K
Share of their fund dollars
0.2%
Other share classes of this fund
12 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class A (this page)SBMAX | Retail / revenue sharing | 11 | $6.3M |
| Class InstlLSIRX | Low cost | 14 | $4.6M |
| Class ISMBYX | Low cost | 11 | $4.0M |
| ClearBridge Mid Cap Fund Class RLMREX | Not stated | 4 | $1.2M |
| Class CSBMLX | Retail / revenue sharing | 1 | $3K |
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 Mid Cap Fund Class A
The largest 10 plans in each list.
| Henry Ford Health System Heritage 403(b) Plan$1.59B plan · Henry Ford Health System, MI · Empower | $3.4M |
| Brighton Health Plan Solutions, LLC 401(k) Retirement Plan$60.3M plan · Brighton Health Plan Solutions, LLC, NY · Empower | $1.3M |
| Airway Group LLC 401(k) Profit Sharing Plan & Trust$16.0M plan · Airway Group LLC, KY · Paychex | $632K |
| Technical Associates of Georgia, Inc. Retirement Plan$16.5M plan · Technical Associates of Georgia, Inc., GA · Empower | $493K |
| Stephen Siller Tunnel to Towers Foundation 403(b) Plan$11.2M plan · Stephen Siller Tunnel to Towers Foundation, NY · Nationwide | $188K |
| Plastic Process Equipment Inc 401(k) Profit Sharing Plan & Trust$1.9M plan · Plastic Process Equipment Inc, OH · Not identified | $166K |
| Chimp Haven, Inc. 403(b) Plan$4.0M plan · Chimp Haven, Inc., LA · Empower | $58K |
| Vets Plus, Inc. 401(k) Profit Sharing Plan$10.8M plan · Vets Plus, Inc., WI · Fidelity (FMR) | $43K |
| Easter Seals Metropolitan Chicago, Inc. 401(k) Profit Sharing Plan$22.3M plan · Easter Seals Metropolitan Chicago, Inc., IL · Fidelity (FMR) | $18K |
| Outdoor Dimensions, LLC Profit Sharing Plan and Trust$10.9M plan · Outdoor Dimensions, LLC, CA · Capital Group | $7K |
Plans whose filed schedule lists ClearBridge Mid Cap Fund Class A.
See all 11 plans with Pro. Pro is free for 7 days and then costs $49 a month.
Pro unlocks:
- Plan and sponsor names
- Recordkeeper
- Plan assets
- Dollars held and % of plan funds
How the filings spell it
Show 5 names seen in the filings
- ClearBridge
- ClearBridge Mid Cap
- Clearbridge Mid Cap A
- Clearbridge Mid Cap Class A
- Clearbridge Mid Cap Fund A