Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Clearbridge Small Cap Growth I Mutual fund in their Schedule of Assets, totaling $3.7M 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 | AER MANUFACTURING, L.P. AER MFG., INC. RETIREMENT SAVINGS PLAN AND TRUST | CARROLLTON TX | 831 | $48.9M | $2.7M |
| 2 | WITRON INTEGRATED LOGISTICS, INC. WITRON INTEGRATED LOGISTICS, INC. 401(K) PLAN | ARLINGTON HEIGHTS IL | 1,070 | $24.2M | $411K |
| 3 | THE DODGE COMPANY, INC. |
BILLERICA MA |
| 100 |
| $27.8M |
| $324K |
| 4 | AGENCE FRANCE-PRESSE AGENCE FRANCE-PRESSE 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 108 | $28.4M | $140K |
| 5 | ELEMENT ELECTRONICS HOLDINGS, LLC OHC BRANDS 401(K) PLAN | WINNSBORO SC | 316 | $6.7M | $76K |