Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Clearbridge ClearBridge Small Cap Growth Fund Class IS in their Schedule of Assets, totaling $3.5M 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 | NORTHSTAR GROUP SERVICES, INC. NORTHSTAR GROUP SERVICES, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 1,370 | $88.1M | $1.1M |
| 2 | F & P AMERICA MANUFACTURING, INC. F & P AMERICA MANUFACTURING, INC. RETIREMENT SAVINGS PLAN | TROY OH | 1,776 | $79.5M | $1.0M |
| 3 | UCC HOLDCO, LLC |
WAUKEGAN IL |
| 257 |
| $99.2M |
| $847K |
| 4 | HOMETOWN AMERICA INSURANCE SERVICE, LLC HOMETOWN AMERICA, LLC RETIREMENT READINESS 401(K) PLAN | CHICAGO IL | 385 | $17.9M | $290K |
| 5 | ALPHA COMM ENTERPRISES LLC ALPHA COMM ENTERPRISES LLC 401(K) PROFIT SHARING PLAN & TRUST | LAWRENCEVILLE GA | 133 | $7.7M | $212K |
| 6 | RING'S END, INCORPORATED RING'S END, INCORPORATED PROFIT-SHARING PLAN | DARIEN CT | 650 | $113.4M | $37K |
