Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding ClearBridge Sm Cap Gr IS Mutual Fund in their Schedule of Assets, totaling $366K 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 | INDEPENDENT BANK INDEPENDENT BANK 401(K) PLAN | MEMPHIS TN | 240 | $17.7M | $222K |
| 2 | ATLANTIC GEOCONSTRUCTION HOLDINGS, INC. ATLANTIC GEOCONSTRUCTION HOLDINGS, INC. RETIREMENT SAVINGS PLAN | PURCELLVILLE VA | 243 | $14.5M | $81K |
| 3 | JACKSON FAMILY ENTERPRISES INC. JACKSON FAMILY ENTERPRISES 401(K) PLAN |
SANTA ROSA CA |
| 1,859 |
| $228.9M |
| $63K |
