Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding CLEARBRIDGE SMALL CAP GR IS in their Schedule of Assets, totaling $1.5M 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 | FITNESS & WELLNESS PROFESSIONAL FITNESS & WELLNESS PROFESSIONAL SERVICES, LLC | PARLIN NJ | 566 | $3.2M | $565K |
| 2 | ABC IMAGING OF WASHINGTON, INC. ABC IMAGING OF WASHINGTON, INC. 401(K) PLAN | ALEXANDRIA VA | 332 | $14.6M | $344K |
| 3 | STAYWELL HEALTH CARE, INC, D/B/A |
WATERBURY CT |
| 218 |
| $22.0M |
| $302K |
| 4 | COLLIER YOUTH SERVICES COLLIER SERVICES RETIREMENT SAVINGS PLAN | WICKATUNK NJ | 194 | $13.7M | $185K |
| 5 | HARC, INC. HARC, INC. UNION EMPLOYEES 401(K) PLAN | HARTFORD CT | 262 | $9.3M | $71K |
| 6 | EARLENS CORPORATION EARLENS CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | MENLO PARK CA | 154 | $9.1M | $51K |
| 7 | HOLMAN PROFESSIONAL COUNSELING CENTERS HOLMAN PROFESSIONAL COUNSELING 401K PLAN | CANOGA PARK CA | 146 | $1.5M | $5K |
