Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding ClearBridge Small Cap Growth IS Fund Mutual funds in their Schedule of Assets, totaling $96K 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 | INVESTAR HOLDING CORPORATION INVESTAR HOLDING CORPORATION 401(K) PLAN | BATON ROUGE LA | 311 | $26.7M | $74K |
| 2 | LIFESPAN, INCORPORATED LIFESPAN, INCORPORATED RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 347 | $7.4M | $22K |