Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Clearbridge Small Cap Growth A in their Schedule of Assets, totaling $5.5M 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 | CITY FACILITIES MANAGEMENT (US) LLC CITY FACILITIES MANAGEMENT (US) LLC 401(K) PLAN | JACKSONVILLE FL | 608 | $45.4M | $1.4M |
| 2 | RIGGS INDUSTRIES, INC. RIGGS INDUSTRIES, INC. CONSOLIDATED 401(K) PROFIT SHARING PLAN | STOYSTOWN PA | 236 | $25.5M | $784K |
| 3 | GREEN HILLS SOFTWARE LLC |
SANTA BARBARA CA |
| 251 |
| $125.0M |
| $693K |
| 4 | WASTE PRO USA, INC. WASTE PRO USA, INC. 401(K) PLAN | LONGWOOD FL | 4,457 | $62.9M | $504K |
| 5 | MELITTA NORTH AMERICA, INC. MELITTA 401(K) PLAN | CLEARWATER FL | 252 | $26.4M | $270K |
| 6 | ROECHLING AUTOMOTIVE USA LLP ROECHLING AUTOMOTIVE USA LLP 401K PLAN | DUNCAN SC | 444 | $20.5M | $254K |
| 7 | COMMUNITY CARE, INC. COMMUNITY CARE, INC. 401(K) PLAN | MILWAUKEE WI | 1,021 | $60.8M | $252K |
| 8 | BMI FINANCIAL GROUP, INC. BMI COMPANIES RETIREMENT SAVINGS PLAN | MIAMI FL | 145 | $9.2M | $211K |
| 9 | DOWN-LITE PRODUCTS INTERNATIONAL, INC. DOWN-LITE INTERNATIONAL, INC. PROFIT SHARING PLAN | MASON OH | 292 | $10.3M | $196K |
| 10 | ONE NETWORK ENTERPRISES ONE NETWORK ENTERPRISES, INC. 401(K) PS PLAN & TRUST | DALLAS TX | 230 | $13.8M | $185K |
