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 Fund Class R2 in their Schedule of Assets, totaling $10K 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 | THE MATHEWS COMPANY, LLC THE MATHEWS COMPANY 401K PLAN | NASHVILLE TN | 117 | $13.7M | $10K |
