Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Clearbridge ClrBrg SmCp Grw Fd IS in their Schedule of Assets, totaling $2.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INTERNATIONAL ICE CREAM CORPORATION INTERNATIONAL ICE CREAM CORPORATION 401(K) PLAN | NORTON MA | 334 | $8.4M | $558K |
| 2 | SIGNAL MANAGEMENT SERVICES, LLC SIGNAL MUTUAL 401(K) PLAN | WILTON CT | 146 | $24.0M | $461K |
| 3 | VARIANTYX, INC. VARIANTYX, INC. 401(K) PROFIT SHARING PLAN |
FRAMINGHAM MA |
| 159 |
| $4.2M |
| $354K |
| 4 | PERFORMING ARTS CENTER OF LOS ANGELES COUNTY THE MUSIC CENTER 401(K) PLAN | LOS ANGELES CA | 390 | $21.8M | $317K |
| 5 | RESULTIV HOLDINGS, INC. RESULTIV HOLDINGS, INC. 401(K) PLAN | ALPHARETTA GA | 4 | $17.4M | $193K |
| 6 | MERLO CONSTRUCTION COMPANY, INC. MERLO CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MILFORD MI | 144 | $5.7M | $173K |
| 7 | MAU, INC. MAU, INC. 401(K) PROFIT SHARING PLAN | AUGUSTA GA | 3,087 | $15.1M | $59K |
| 8 | PRESCO POLYMERS OPCO, INC. TRIDENT SOLUTIONS, INC. 401(K) RETIREMENT PLAN | PLANO TX | 337 | $18.9M | $43K |
| 9 | NATHEL & NATHEL, INC. NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES | BRONX NY | 163 | $6.2M | $40K |
| 10 | THE VISTA SCHOOL VISTA SCHOOL 401(K) P/S PLAN | HERSHEY PA | 325 | $8.0M | $22K |
