Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding ClearBridge Small-Cap Growth Fund Class A in their Schedule of Assets, totaling $2.0M 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 | BRIGHTON HEALTH PLAN SOLUTIONS, LLC BRIGHTON HEALTH PLAN SOLUTIONS, LLC 401(K) RETIREMENT PLAN | WESTBURY NY | 520 | $51.9M | $1.3M |
| 2 | INCOE CORPORATION THE INCOE CORPORATION PLAN | AUBURN HILLS MI | 171 | $24.9M | $298K |
| 3 | COLUMBIA CEDAR COLUMBIA CEDAR, INC. 401(K) PLAN |
KETTLE FALLS WA |
| 90 |
| $5.5M |
| $218K |
| 4 | JACKSON OFFSHORE OPERATORS, LLC JACKSON OFFSHORE OPERATORS, LLC RETIREMENT TRUST | HOUSTON TX | 188 | $10.2M | $79K |
| 5 | WEGO CHEMICAL GROUP LP WEGO CHEMICAL GROUP LP 401(K) PLAN | GREAT NECK NY | 115 | $16.7M | $43K |
| 6 | CHELOS MANAGEMENT COMPANY, INC. CHELO'S 401(K) PLAN | CUMBERLAND RI | 238 | $10.2M | $2K |
