Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Clearbridge Small Cap Gr Is Mutual fund in their Schedule of Assets, totaling $369K 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 | BORN GROUP INC BORN GROUP INC 401K PLAN | NEW YORK NY | 179 | $6.1M | $358K |
| 2 | HARVARD INTEGRATIONS, LP HARVARD INTEGRATIONS 401(K) PLAN | TEA SD | 288 | $10.6M | $6K |
| 3 | WALOR NORTH AMERICA, INC. HIRSCHVOGEL 401(K) PLAN | COLUMBUS |
| 271 |
| $10.2M |
| $4K |
