Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Clear Bridge Small-Cap Growth Fund in their Schedule of Assets, totaling $365K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INTEGRATED SERVICES FOR BEHAVIORAL HEALTH INTEGRATED SERVICES RETIREMENT PLAN | NELSONVILLE OH | 601 | $14.1M | $184K |
| 2 | FAIRLIFE, LLC FAIRLIFE 401(K) PLAN | CHICAGO IL | 903 | $53.0M | $159K |
| 3 | BULAB HOLDINGS, INC. BULAB PROFIT SHARING AND 401(K) PLAN |
MEMPHIS TN |
| 453 |
| $184.7M |
| $16K |
| 4 | JAKE MARSHALL SERVICE, INC. JAKE MARSHALL SERVICE, INC. 401(K) PROFIT SHARING PLAN | CHATTANOOGA TN | 110 | $9.1M | $7K |