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 Registered Investment Company in their Schedule of Assets, totaling $2.3M 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 | BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 2 SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN | KANSAS CITY MO | 3,023 | $108.2M | $839K |
| 2 | ALASKA NATIVE TRIBAL HEALTH CONSORTIUM ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN | ANCHORAGE AK | 4,336 | $227.2M | $809K |
| 3 | CORTLAND HOLDINGS, LLC |
ATLANTA GA |
| 2,381 |
| $57.1M |
| $596K |
| 4 | HOFFMAN TRANSPORTATION HOFFMAN TRANSPORTATION 401(K) PLAN | CHANNAHON IL | 254 | $24.2M | $76K |
