Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Clearbridge Small Cap Growth A Mutual Fund in their Schedule of Assets, totaling $1.7M 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 | ROY JORGENSEN ASSOCIATES, INC. ROY JORGENSEN ASSOCIATES, INC. RETIREMENT PLAN | BUCKEYSTOWN MD | 1,109 | $35.4M | $538K |
| 2 | SUOMINEN US HOLDING, INC. SUOMINEN 401(K) PLAN | WINDSOR LOCKS CT | 350 | $50.7M | $533K |
| 3 | COLORTECH, INC. COLORTECH, INC. 401(K) PLAN |
MORRISTOWN TN |
| 279 |
| $15.0M |
| $407K |
| 4 | METRO PHILLY MANAGEMENT SOLUTIONS, LLC METRO PHILLY MANAGEMENT SOLUTIONS, LLC 401(K) PLAN | DREXEL HILL PA | 725 | $10.6M | $176K |
| 5 | FRIAR TUX SHOP FRIAR TUX SHOP 401(K) PLAN | ANAHEIM CA | 212 | $4.1M | $7K |
