Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 63 U.S. retirement plans report holding CLEARBRIDGE SMALL CAP GR IS in their Schedule of Assets, totaling $14.0M 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 | FIFTH GENERATION, INC FIFTH GENERATION, INC 401(K) PLAN | AUSTIN TX | 729 | $105.2M | $1.6M |
| 2 | AMALIE OIL COMPANY AMALIE OIL COMPANY PROFIT SHARING 401(K) PLAN | TAMPA FL | 538 | $77.0M | $1.2M |
| 3 | RUPPERT LANDSCAPE LLC RUPPERT 401(K) PLAN |
LAYTONSVILLE MD |
| 1,701 |
| $47.0M |
| $878K |
| 4 | ATSG, INC. ATSG, INC. | NEW YORK NY | 449 | $24.6M | $673K |
| 5 | FITNESS & WELLNESS PROFESSIONAL FITNESS & WELLNESS PROFESSIONAL SERVICES, LLC | PARLIN NJ | 566 | $3.2M | $565K |
| 6 | TOURNEAU LLC TOURNEAU/BUCHERER 401(K) PLAN | NEW YORK NY | 537 | $37.6M | $476K |
| 7 | BTG PACTUAL ASSET MANAGEMENTUS BTG PACTUAL 401(K) PLAN | NEW YORK NY | 477 | $59.0M | $436K |
| 8 | SMTC CORPORATION SMTC 401(K) PLAN | MELBOURNE FL | 531 | $33.7M | $412K |
| 9 | MEDICAL DIAGNOSTIC LABORATORIES, MEDICAL DIAGNOSTIC LABORATORIES, LLC 401(K) PROFIT SHARING PLAN | HAMILTON NJ | 599 | $35.0M | $400K |
| 10 | HIGH 5 GAMES, LLC HIGH 5 GAMES, LLC 401(K) PROFIT SHARING PLAN | MAHWAH NJ | 80 | $13.6M | $391K |
