Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Clearbridge Small Cap Growth Fund Class IS " in their Schedule of Assets, totaling $45.8M 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 | OSHKOSH CORPORATION OSHKOSH CORPORATION AND AFFILIATES TAX-DEFERRED INVESTMENT PLAN | OSHKOSH WI | 13,938 | $2.0B | $29.9M |
| 2 | OSHKOSH CORPORATION OSHKOSH CORPORATION TAX DEFERRED INVESTMENT PLAN FOR PRODUCTION EMPLOYEES | OSHKOSH WI | 1,396 | $141.4M | $5.6M |
| 3 | R1 RCM HOLDCO INC. |
MURRAY UT |
| 15,766 |
| $664.7M |
| $3.0M |
| 4 | ROLEX WATCH U.S.A., INC. ROLEX WATCH U.S.A., INC. PROFIT SHARING PLAN | NEW YORK NY | 619 | $273.6M | $2.4M |
| 5 | CANTOR COLBURN LLP CANTOR COLBURN LLP 401(K) PROFIT SHARING PLAN | HARTFORD CT | 215 | $89.0M | $1.0M |
| 6 | LIN R. ROGERS ELECTRICAL CONTRACTORS, INC. LIN R. ROGERS ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN | ALPHARETTA GA | 883 | $54.7M | $1.0M |
| 7 | BLESSEY MARINE SERVICES, INC. BLESSEY MARINE SERVICES, INC. 401(K) PLAN | HARAHAN LA | 675 | $65.9M | $961K |
| 8 | LANIER & ASSOCIATES CONSULTING ENGINEERS, INC. LANIER & ASSOCIATES RETIREMENT PLAN | NEW ORLEANS LA | 124 | $47.4M | $556K |
| 9 | KEWAUNEE FABRICATIONS LLC KEWAUNEE FABRICATIONS LLC 401(K) PLAN | OSHKOSH WI | 203 | $18.9M | $522K |
| 10 | UNITED PAYROLL, LLC THE UNITED GROUP OF COMPANIES, INC. EMPLOYEE SAVINGS TRUST | TROY NY | 128 | $12.6M | $231K |
