Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Clearbridge Clearbridge Small Cap Growth Fund in their Schedule of Assets, totaling $32.5M 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 | KIRBY CORPORATION KIRBY 401K PLAN | HOUSTON TX | 5,146 | $850.1M | $21.1M |
| 2 | J M SMITH CORPORATION J M SMITH CORPORATION PROFIT SHARING AND 401(K) PLAN | SPARTANBURG SC | 380 | $101.9M | $4.0M |
| 3 | EDW. C. LEVY CO. EDW. C. LEVY CO. CAPITAL ACCUMULATION PLAN |
DEARBORN MI |
| 1,427 |
| $148.6M |
| $3.1M |
| 4 | RJ VAN DRUNEN & SONS, INC. VAN DRUNEN FARMS 401(K) RETIREMENT AND SAVINGS PLAN & TRUST | MOMENCE IL | 831 | $77.6M | $845K |
| 5 | THE ANDREW W. MELLON FOUNDATION THE ANDREW W. MELLON FOUNDATION RETIREMENT PLAN | NEW YORK NY | 185 | $71.2M | $744K |
| 6 | HABIB AMERICAN BANK (HAB BANK) HABIB AMERICAN BANK 401(K) SAVINGS PLAN | NEW YORK NY | 169 | $26.2M | $483K |
| 7 | PETROLEUM GEO-SERVICES, INC. PETROLEUM GEO-SERVICES, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | HOUSTON TX | 150 | $115.1M | $409K |
| 8 | REVCOR, INC. REVCOR, INC. PROFIT SHARING 401(K) PLAN & TRUST | CARPENTERSVILLE IL | 273 | $25.1M | $366K |
| 9 | ALLIANCE WATER RESOURCES, INC. ALLIANCE WATER RESOURCES, INC. PROFIT SHARING/401(K) PLAN | COLUMBIA MO | 320 | $20.9M | $348K |
| 10 | AMERICAN BUSINESS FORMS, INC. AMERICAN SOLUTIONS FOR BUSINESS 401(K) PLAN | GLENWOOD MN | 1,031 | $53.8M | $314K |
