Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding ClearBridge Small Cap Growth Fund Mutual Funds in their Schedule of Assets, totaling $345K 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 | FSI, INC. FSI, INC. 401(K) & PROFIT SHARING PLAN | PORTAGE WI | 1,804 | $8.8M | $194K |
| 2 | ARAVO SOLUTIONS, INC. ARAVO SOLUTIONS 401(K) PLAN | SAN FRANCISCO CA | 110 | $16.9M | $126K |
| 3 | TRINTECH INC. TRINTECH INC. 401(K) PLAN | PLANO TX |
| 335 |
| $36.0M |
| $26K |