ClearBridge
ClearBridge Mid Cap Fund Class I
Ticker SMBYX · 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
11
3 with $250K or more
Dollars held
$4.0M
69,851 of 69,862 plans with fund lines hold none
Median per plan
$69K
Share of their fund dollars
1.4%
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 ASBMAX | Retail / revenue sharing | 11 | $6.3M |
| Class InstlLSIRX | Low cost | 14 | $4.6M |
| Class I (this page)SMBYX | 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
3 plans
$2.8M 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 (3 plans)
| Plan | Year-end value |
|---|---|
| Chestnut Hill Realty Corp. 401(k) Plan$50M-$250M | $2.0M to $2.2M |
| Ajax Paving Industries of Florida, LLC 401(k) Plan$5M-$50M | $332K to $659K |
| BWT LLC 401(k) Plan$5M-$50M | $460K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold ClearBridge Mid Cap Fund Class I
The largest 10 plans in each list.
| Aer Mfg., Inc. Retirement Savings Plan and Trust$52.6M plan · Aer Manufacturing, L.P., TX · JPMorgan | $2.4M |
| Accretive Technology Group, Inc. 401(k) Plan$86.5M plan · Accretive Technology Group, Inc, WA · Fidelity (FMR) | $822K |
| Midwest Hose & Specialty Inc. 401(k) Plan$16.8M plan · Midwest Hose & Specialty Inc., OK · OneAmerica | $250K |
| Value Added Solutions, Inc. 401(k) Plan$14.3M plan · Value Added Solutions, Inc., SC · Empower | $204K |
| Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan$9.0M plan · Planned Parenthood Southeastern Pennsylvania, PA · OneAmerica | $82K |
| Bisco, Inc. 401(k) Profit Sharing Plan$30.6M plan · Bisco, Inc., IL · Not identified | $69K |
| Arrow Financial Corporation Profit Sharing 401(k) Plan$45.2M plan · Arrow Financial Corporation, NY · Not identified | $57K |
| Behavioral Health Services North, Inc. Profit Sharing 401(k) Plan$14.2M plan · Behavioral Health Services North, Inc., NY · Epic Retirement Plan Services | $56K |
| Brkthru Digital, LLC 401(k) PSP$13.1M plan · Brkthru Digital, LLC, NY · T. Rowe Price | $46K |
| All Star Recruiting Inc 401(k) Plan$8.0M plan · All Star Recruiting, Inc., FL · Charles Schwab | $33K |
Plans whose filed schedule lists ClearBridge Mid Cap Fund Class I.
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How the filings spell it
Show 7 names seen in the filings
- ClearBridge Mid Cap
- ClearBridge Mid Cap Class I
- ClearBridge Mid Cap I Mutual
- Clearbridge Mid Cap Fund I
- Clearbridge Mid Cap I
- Clearbridge Mid Cap I Mutual Fund
- Clearbridge Mid Cap I Mutual Fund Shares 0