Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Clearbridge Small Cap Growth Fund Mutual fund in their Schedule of Assets, totaling $8.9M 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 | BAY STATE MILLING COMPANY THE BAY STATE MILLING COMPANY RETIREMENT PLAN | QUINCY MA | 629 | $92.0M | $3.2M |
| 2 | PROGRESS SOFTWARE CORPORATION PROGRESS SOFTWARE CORPORATION 401(K) PLAN | BURLINGTON MA | 1,254 | $405.5M | $2.3M |
| 3 | HOUSING AUTHORITY RISK RETENTION GROUP INC |
CHESHIRE CT |
| 175 |
| $59.4M |
| $672K |
| 4 | ISE LABS, INC. ISE LABS, INC. 401(K) PLAN | FREMONT CA | 210 | $30.4M | $562K |
| 5 | PUKLICH CHEVROLET, INC. PUKLICH CHEVROLET, INC. 401(K) PLAN | BISMARCK ND | 106 | $9.4M | $528K |
| 6 | THE FORT MILLER GROUP, INC. THE FORT MILLER GROUP INCENTIVE SAVINGS PLAN | SCHUYLERVILLE NY | 505 | $81.4M | $488K |
| 7 | MONTEREY MUSHROOMS, LLC MONTEREY MUSHROOMS 401(K) PLAN | DALLAS TX | 840 | $35.5M | $436K |
| 8 | DUNNHUMBY INC. DUNNHUMBY INC. 401(K) PLAN | CINCINNATI OH | 271 | $50.8M | $344K |
| 9 | EVERQUOTE, INC. EVERQUOTE 401(K) PLAN | CAMBRIDGE MA | 247 | $31.6M | $257K |
| 10 | TITLE 9 SPORTS, INC. TITLE 9 SPORTS, INC. 401(K) PROFIT SHARING PLAN & TRUST | EMERYVILLE CA | 189 | $15.4M | $74K |
