Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 59 U.S. retirement plans report holding Clearbridge Small Cap Growth Fund # in their Schedule of Assets, totaling $30.3M 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 | NEW LEXINGTON CLINIC, P.S.C. NEW LEXINGTON CLINIC, P.S.C. SAVINGS AND PROFIT SHARING PLAN | LEXINGTON KY | 1,491 | $295.5M | $4.7M |
| 2 | ONE CALL CORPORATION ONE CALL COMBINED 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 1,929 | $97.7M | $4.2M |
| 3 | CRAMER-KRASSELT CO. |
CHICAGO IL |
| 143 |
| $88.8M |
| $1.8M |
| 4 | AMICUS THERAPEUTICS, INC. AMICUS THERAPEUTICS, INC. 401(K) PLAN | PRINCETON NJ | 260 | $81.7M | $1.3M |
| 5 | BECKER & POLIAKOFF, P.A. BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 312 | $55.2M | $1.1M |
| 6 | ZIMMER BIOMET SPINE, INC. ZIMVIE INC. SAVINGS AND INVESTMENT 401(K) PROGRAM | WESTMINSTER CO | 1,367 | $139.2M | $1.1M |
| 7 | STRATEGIC INSIGHT LTD. STRATEGIC INSIGHT, LTD 401(K) PLAN | ARLINGTON VA | 99 | $29.6M | $997K |
| 8 | LEEP ENTERPRISES, LLC LEEP ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN | MISHAWAKA IN | 1,253 | $62.4M | $929K |
| 9 | TRIANGLE CHEMICAL COMPANY TRIANGLE CHEMICAL PROFIT SHARING 401(K) PLAN | MACON GA | 242 | $56.4M | $918K |
| 10 | BLANCHARD MACHINERY COMPANY, A SOUTH CAROLINA CORPORATION BLANCHARD MACHINERY COMPANY 401(K) PROFIT SHARING PLAN | WEST COLUMBIA SC | 797 | $75.2M | $912K |
