Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Clear Bridge Small Cap Growth IS in their Schedule of Assets, totaling $2.1M 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 | PHYSICAL SCIENCES INC. PHYSICAL SCIENCES INC. 401(K) PLAN | ANDOVER MA | 260 | $79.2M | $2.1M |
| 2 | LORD AECK SARGENT PLANNING AND DESIGN, INC. LORD AECK SARGENT PLANNING AND DESIGN 401(K) PLAN | ATLANTA GA | 158 | $14.3M | $22K |
