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Funds & Managers search

Find plans by the funds they hold. Filter by recordkeeper, manager, fund or ticker, and target-date series.

Include pensions

42 plans hold ClearBridge Select Fund Class IS (LCSSX) (20 with $250K or more) - $28.4M in this fund - 1.2% of their plan investments - 401(k) and similar plans, pensions not included

Covers 71,410 large plans, most recent filing each (plan years 2024-2026 for all but 17). Updated Nov 6, 2026.

Holds ClearBridge Select Fund Class IS (LCSSX)

Filings through Oct 29, 2026.

10shown on this page

Plan	State			Recordkeeper	Top manager (% of fund $)		Funds
Opex Corporation2025 filing - Opex Corporation 401(k) Profit Sharing Plan	NJ	$213.9M	$5.2M	Lincoln Financial	Capital Group 29%	0%	34
Applied Industrial Technologies, Inc.2025 filing - Applied Industrial Technologies, Inc. Retirement Savings Plan	OH	$935.9M	$3.8M	Charles Schwab	Vanguard 75%	8%	54
Ipc Systems, Inc.2025 filing - Ipc 401(k) Plan	NJ	$134.1M	$3.2M	Fidelity (FMR)	Fidelity (FMR) 46%	0%	20
James River Group, Inc.2025 filing - James River Group, Inc. 401(k) Plan	VA	$113.2M	$2.9M	Empower	Vanguard 81%	0%	33
BD of Trustees - Indiana Pipe Trades DFND Cont Pension Plan2025 filing - Indiana Pipe Trades Defined Contribution Pension Plan	IN	$109.2M	$2.9M	Nyhart	Capital Group 46%	0%	18
Trucordia Insurance Services, LLC2025 filing - Trucordia 401(k) Plan	UT	$139.1M	$1.8M	Fidelity (FMR)	BlackRock 55%	3%	27
Bader Management Inc.2025 filing - Bader Retirement Savings Plan	MN	$19.6M	$886K	Empower	JPMorgan 17%	0%	16
Cinch Home Services Inc.2025 filing - Cinch Home Services, Inc. and Affiliates 401(k) Retirement Plan	FL	$108.5M	$833K	Fidelity (FMR)	Fidelity (FMR) 87%	0%	31
Vineyard Vines, LLC2025 filing - Vineyard Vines 401(k) Plan	CT	$51.7M	$684K	JPMorgan	JPMorgan 82%	0%	18
Gehry Partners, LLP2025 filing - Frank O. Gehry & Associates, Inc. / Gehry Partners, LLP 401(k) Plan	CA	$58.3M	$654K	Fidelity (FMR)	T. Rowe Price 57%	0%	28

See all 42 matching plans with Pro. Without an account, 10 of 42 plans are named. Pro names all 42. Free for 7 days, then $49 a month.

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Plan and sponsor names
Recordkeeper
Plan assets
Dollars held per plan

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Counts and dollar totals cover all 42.

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Funds & Managers search

Find plans by the funds they hold. Filter by recordkeeper, manager, fund or ticker, and target-date series.

Include pensions

42 plans hold ClearBridge Select Fund Class IS (LCSSX) (20 with $250K or more) - $28.4M in this fund - 1.2% of their plan investments - 401(k) and similar plans, pensions not included

Covers 71,410 large plans, most recent filing each (plan years 2024-2026 for all but 17). Updated Nov 6, 2026.

Holds ClearBridge Select Fund Class IS (LCSSX)

Filings through Oct 29, 2026.

10shown on this page

Plan	State			Recordkeeper	Top manager (% of fund $)		Funds
Opex Corporation2025 filing - Opex Corporation 401(k) Profit Sharing Plan	NJ	$213.9M	$5.2M	Lincoln Financial	Capital Group 29%	0%	34
Applied Industrial Technologies, Inc.2025 filing - Applied Industrial Technologies, Inc. Retirement Savings Plan	OH	$935.9M	$3.8M	Charles Schwab	Vanguard 75%	8%	54
Ipc Systems, Inc.2025 filing - Ipc 401(k) Plan	NJ	$134.1M	$3.2M	Fidelity (FMR)	Fidelity (FMR) 46%	0%	20
James River Group, Inc.2025 filing - James River Group, Inc. 401(k) Plan	VA	$113.2M	$2.9M	Empower	Vanguard 81%	0%	33
BD of Trustees - Indiana Pipe Trades DFND Cont Pension Plan2025 filing - Indiana Pipe Trades Defined Contribution Pension Plan	IN	$109.2M	$2.9M	Nyhart	Capital Group 46%	0%	18
Trucordia Insurance Services, LLC2025 filing - Trucordia 401(k) Plan	UT	$139.1M	$1.8M	Fidelity (FMR)	BlackRock 55%	3%	27
Bader Management Inc.2025 filing - Bader Retirement Savings Plan	MN	$19.6M	$886K	Empower	JPMorgan 17%	0%	16
Cinch Home Services Inc.2025 filing - Cinch Home Services, Inc. and Affiliates 401(k) Retirement Plan	FL	$108.5M	$833K	Fidelity (FMR)	Fidelity (FMR) 87%	0%	31
Vineyard Vines, LLC2025 filing - Vineyard Vines 401(k) Plan	CT	$51.7M	$684K	JPMorgan	JPMorgan 82%	0%	18
Gehry Partners, LLP2025 filing - Frank O. Gehry & Associates, Inc. / Gehry Partners, LLP 401(k) Plan	CA	$58.3M	$654K	Fidelity (FMR)	T. Rowe Price 57%	0%	28

See all 42 matching plans with Pro. Without an account, 10 of 42 plans are named. Pro names all 42. Free for 7 days, then $49 a month.

Pro unlocks:

Plan and sponsor names
Recordkeeper
Plan assets
Dollars held per plan

Try Pro free See pricing

Counts and dollar totals cover all 42.