Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding ClearBridge Sm Cp Gr IS Fund in their Schedule of Assets, totaling $8.1M 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 | HEINEN'S, INC. HEINEN'S INC. ASSOCIATES' RETIREMENT INCOME PLAN | WARRENSVILLE HEIGHTS OH | 755 | $70.4M | $2.4M |
| 2 | KENNETH'S HAIR SALONS & DAY SPAS, INC. KENNETH'S HAIR SALONS & DAY SPAS, INC. 401(K) PLAN | COLUMBUS OH | 253 | $12.9M | $1.5M |
| 3 | AMERICAN SPEECH-LANGUAGE-HEARING ASSOCIATION (ASHA) |
ROCKVILLE MD |
| 317 |
| $81.2M |
| $1.1M |
| 4 | BELLISIO FOODS, INC. BELLISIO FOODS, INC. RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 352 | $46.7M | $830K |
| 5 | CORE4CE, LLC CORE4CE 401(K) PLAN | NORTH CHARLESTON SC | 606 | $39.8M | $674K |
| 6 | KISTLER INSTRUMENT CORPORATION KISTLER INSTRUMENT CORP. 401(K) PLAN | AMHERST NY | 137 | $22.4M | $596K |
| 7 | JANCO FS2 LLC & JANCO FS3 LLC DBA VELOCITI SERVICES VELOCITI SERVICES 401(K) PLAN | ATLANTA GA | 5,268 | $3.0M | $445K |
| 8 | CARDIOVASCULAR INSTITUTE OF CENTRAL FLORIDA, LLC CARDIOVASCULAR INSTITUTE OF CENTRAL FLORIDA, LLC 401(K) PLAN | OCALA FL | 137 | $9.1M | $197K |
| 9 | MATTER COMMUNICATIONS, INC. MATTER COMMUNICATIONS, INC. RETIREMENT SAVINGS PLAN | NEWBURYPORT MA | 140 | $10.5M | $163K |
| 10 | HTT, INC. HTT, INC. 401(K) RETIREMENT PLAN | SHEBOYGAN WI | 123 | $5.6M | $99K |
