Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Clearbridge Small Cap Growth Class IS Registered Investment Companies in their Schedule of Assets, totaling $849K 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 | FLORIDA INSTITUTE OF TECHNOLOGY FLORIDA TECH RETIREMENT PLAN | MELBOURNE FL | 1,450 | $179.7M | $849K |
