Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Clearbridge Small Cap Growth Fund - Class IS N/A in their Schedule of Assets, totaling $4.0M 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 | DENTAL HEALTH ASSOCIATES OF MADISON, LTD. DENTAL HEALTH ASSOCIATES OF MADISON, LTD. 401(K) PROFIT SHARING PLAN | FITCHBURG WI | 284 | $67.4M | $3.7M |
| 2 | ALLENTOWN LLC ALLENTOWN LLC 401(K) PROFIT SHARING PLAN | ALLENTOWN NJ | 256 | $41.6M | $300K |
