Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Clearbridge Small Cap Growth I " in their Schedule of Assets, totaling $8.0M 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 | ENNEAD ARCHITECTS LLP ENNEAD ARCHITECTS LLP 401(K) PLAN | NEW YORK NY | 141 | $40.4M | $1.9M |
| 2 | ROBERT MORRIS UNIVERSITY ROBERT MORRIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MOON TOWNSHIP PA | 614 | $187.6M | $1.6M |
| 3 | MURATA ELECTRONICS NORTH AMERICA, INC. |
SMYRNA GA |
| 507 |
| $162.8M |
| $1.6M |
| 4 | ENPRO INCORPORATED ENPRO INCORPORATED PROFIT SHARING AND 401(K) SAVINGS PLAN | ADDISON IL | 105 | $51.1M | $652K |
| 5 | ISAACSON MILLER ISAACSON RETIREMENT PLAN | BOSTON MA | 242 | $48.4M | $519K |
| 6 | BOARD OF TRUSTEES OF PLUMBERS & STEAMFITTERS LOCAL 373 U.A. ANNUITY FU LOCAL UNION 373 U.A. ANNUITY FUND | MOUNTAINVILLE NY | 581 | $47.8M | $334K |
| 7 | URBAN SCIENCE APPLICATIONS, INC. URBAN SCIENCE APPLICATIONS, INC. 401(K) PROFIT SHARING PLAN | DETROIT MI | 512 | $161.3M | $321K |
| 8 | GLOBAL TBM COMPANY GLOBAL TBM COMPANY RETIREMENT SAVINGS PLAN | SOLON OH | 47 | $28.1M | $263K |
| 9 | MILLENNIUM PARTNERS MANAGEMENT L MILLENNIUM PARTNERS MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 123 | $29.7M | $165K |
| 10 | BREMER WHYTE BROWN OMEARA LLP BREMER WHYTE BROWN & OMEARA LL 401(K) PROFIT SHARING PLAN & TRUST | LAS VEGAS NV | 305 | $19.1M | $146K |
