ClearBridge
ClearBridge Appreciation Fund Class A
Ticker SHAPX · 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
20
14 with $250K or more
Dollars held
$30.8M
69,842 of 69,862 plans with fund lines hold none
Median per plan
$607K
Share of their fund dollars
0.6%
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 A (this page)SHAPX | 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 FILMPIX | Not stated | 1 | $30K |
Plans adding and dropping it, 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
1 plan
$599K at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
Plans that dropped it after 2024 (1 plan)
| Plan | Year-end value |
|---|---|
| Premier Sotheby's 401(k) Retirement Plan$5M-$50M | $599K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold ClearBridge Appreciation Fund Class A
The largest 10 plans in each list.
| Privia Retirement Plan$463M plan · Privia Health LLC, VA · Empower | $11.4M |
| Jkusa 401(k) Plan$65.1M plan · Jvckenwood USA Corporation, CA · Empower | $4.0M |
| Lendmark 401(k) Plan$130M plan · Lendmark Financial Services, LLC, GA · Empower | $4.0M |
| Hall Financial Group Employee Savings Plan & Trust$42.9M plan · Hall Financial Group, Ltd, TX · Bank of America (Merrill) | $3.0M |
| Privia Medical Group Gulf Coast Retirement Plan$77.6M plan · Privia Medical Group Gulf Coast, PLLC, TX · Empower | $2.0M |
| Mellow River Inc. Dba HH2HOME 401(k) Profit Sharing Plan$7.5M plan · Mellow River Inc. Dba HH2HOME, IN · Not identified | $1.1M |
| Sarah Bush Lincoln Health Center Employee Retirement Plan$409M plan · Sarah Bush Lincoln Health Center, IL · Fidelity (FMR) | $995K |
| Airway Group LLC 401(k) Profit Sharing Plan & Trust$16.0M plan · Airway Group LLC, KY · Paychex | $900K |
| Healthcare Employees Retirement Savings Plan$14.4M plan · Unified Care Services LLC, CA · Lincoln Financial | $827K |
| Brighton Health Plan Solutions, LLC 401(k) Retirement Plan$60.3M plan · Brighton Health Plan Solutions, LLC, NY · Empower | $607K |
Plans whose filed schedule lists ClearBridge Appreciation Fund Class A.
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How the filings spell it
No other spellings recorded.