Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding ClearBridge ClearBridge Small Cap Growth Fund Class IS N/R in their Schedule of Assets, totaling $4.0M 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 | R.G. VANDERWEIL ENGINEERS, LLP THE VANDERWEIL COMPANIES SAVINGS PLAN | BOSTON MA | 479 | $138.4M | $1.6M |
| 2 | REALM IDX, INC. REALM IDX, INC. 401(K) PLAN | ALISO VIEJO CA | 1,135 | $106.2M | $1.2M |
| 3 | AMBRY GENETICS CORPORATION AMBRY GENETICS 401(K) PLAN |
ALISO VIEJO CA |
| 840 |
| $109.1M |
| $1.1M |
| 4 | EPTAM PLASTICS LTD. EPTAM PRECISION SOLUTIONS 401(K) PLAN | NORTHFIELD NH | 457 | $19.4M | $92K |
| 5 | WATTS WATER TECHNOLOGIES, INC. WATTS WATER TECHNOLOGIES, INC. 401(K) SAVINGS PLAN | NORTH ANDOVER MA | 2,275 | $342.4M | $50K |
