Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Clearbridge Small Cap Growth Fund I Mutual fund in their Schedule of Assets, totaling $2.4M 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 | COACH USA, INC. COACH USA, INC. 401(K) AND SAVINGS PLAN | PARAMUS NJ | 2,285 | $75.7M | $1.0M |
| 2 | RETAIL INVESTORS OF TEXAS, LTD. RETAIL INVESTORS OF TEXAS, LTD. 401(K) PROFIT SHARING PLAN & TRUST | NEDERLAND TX | 1,861 | $37.0M | $654K |
| 3 | DOWNS RACHLIN MARTIN PLLC DOWNS RACHLIN MARTIN RETIREMENT PLAN |
ST. JOHNSBURY VT |
| 129 |
| $119.6M |
| $392K |
| 4 | AMPLA HEALTH AMPLA HEALTH RETIREMENT PLAN | YUBA CITY CA | 704 | $24.3M | $368K |
