Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding CB SMALL CAP GROWTH in their Schedule of Assets, totaling $21.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | K&L GATES LLP K&L GATES LLP 401(K) PROGRAM MASTER TRUST | PITTSBURGH PA | — | $1.4B | $15.3M |
| 2 | ENDEAVOR HEALTH ENDEAVOR HEALTH 401(K) PLAN | EVANSTON IL | 28,506 | $2.3B | $5.6M |
| 3 | SSM HEALTH CARE CORP. SSM HEALTH 401(K) PLAN |
| 3,849 |
| $1.4B |
| $521K |
