Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding ClearBridge Small Cap Growth Fund Class IS Mutual fund - in their Schedule of Assets, totaling $3.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VENERABLE HOLDINGS, INC. VENERABLE 401K SAVINGS PLAN | WEST CHESTER PA | 434 | $87.7M | $1.5M |
| 2 | ROMMESMO COMPANIES THE TRUENORTH STEEL AND AFFILIATES 401(K) PROFIT SHARING PLAN | FARGO ND | 817 | $57.5M | $634K |
| 3 | RODAN & FIELDS, LLC RODAN & FIELDS, LLC 401(K) PLAN |
SAN RAMON CA |
| 364 |
| $48.6M |
| $375K |
| 4 | RODAN & FIELDS BEAUTY, LLC RODAN & FIELDS, LLC 401(K) PLAN | SAN RAMON CA | 156 | $52.5M | $277K |
| 5 | IOVANCE BIOTHERAPEUTICS, INC. IOVANCE BIOTHERAPEUTICS, INC. 401(K) PLAN | SAN CARLOS CA | 832 | $61.5M | $271K |
| 6 | PERFORMANCE SERVICES, INC. PERFORMANCE SERVICES, INC. THRIFT PLAN | INDIANAPOLIS IN | 286 | $52.2M | $44K |
| 7 | DARR EQUIPMENT, LP DARRSAVE 401(K) PLAN | IRVING TX | 472 | $25.5M | $3K |
