Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Clearbridge Investments, LLC Small Cap Growth Is in their Schedule of Assets, totaling $6K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PARTNERS FOR RURAL IMPACT PARTNERS FOR RURAL IMPACT RETIREMENT PLAN | BEREA KY | 352 | $9.1M | $4K |
| 2 | USA BOUQUET LLC USA BOUQUET LLC 401(K) PLAN | MIAMI FL | 175 | $4.5M | $3K |