Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding ClearBridge Small Cap Growth IS Legg Mason 0 in their Schedule of Assets, totaling $6.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BAYVIEW ASSET MANAGEMENT LLC BAYVIEW ASSET MANAGEMENT LLC 401(K) PLAN | CORAL GABLES FL | 1,638 | $230.0M | $1.8M |
| 2 | CENTRAL LOUISIANA AMBULATORY SURGICAL CENTER CLSH 401(K) PLAN | ALEXANDRIA LA | 228 | $12.8M | $903K |
| 3 | A.J. ANTUNES & CO. AJ ANTUNES & CO PS & EE SAVINGS PLAN & TRUST |
CAROL STREAM IL |
| 300 |
| $40.9M |
| $794K |
| 4 | NOVATECH, L.L.C. NOVATECH, L.L.C. 401(K) PLAN | BETHLEHEM PA | 158 | $42.1M | $551K |
| 5 | AVEPOINT, INC. AVEPOINT, INC. 401(K) SAVINGS PLAN | JERSEY CITY NJ | 333 | $33.1M | $358K |
| 6 | SPAHN & ROSE LUMBER CO. SPAHN & ROSE LUMBER CO EMPLOYEE'S 401(K) PROFIT SHARING PLAN | DUBUQUE IA | 392 | $34.3M | $350K |
| 7 | MCR INVESTORS LLC MCR 401(K) PLAN | DALLAS TX | 3,639 | $29.0M | $329K |
| 8 | EXECUTIVE CONSTRUCTION INC. EXECUTIVE CONSTRUCTION INC 401(K) SAVINGS PLAN | HILLSIDE IL | 92 | $27.2M | $278K |
| 9 | FESTIVAL FUN PARKS, LLC PALACE ENTERTAINMENT 401(K) PLAN | HOMESTEAD PA | 795 | $31.9M | $247K |
| 10 | SPECTROTEL HOLDING CO. LLC THE SPECTROTEL HOLDING CO. LLC 401(K) PLAN | NEPTUNE NJ | 251 | $12.0M | $194K |
