Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding ClearBridge Small Cap Growth IS Mutual fund N/A in their Schedule of Assets, totaling $793K 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 | THE JOHN ROBERTS COMPANY THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN | MINNEAPOLIS MN | 194 | $37.4M | $273K |
| 2 | BLACKBEARD MANAGEMENT, LLC THE BLACKBEARD COMPANIES 401(K) PLAN | FORT WORTH TX | 280 | $19.6M | $260K |
| 3 | GRAMMER INC. GRAMMER 401(K) PLAN |
PLYMOUTH MI |
| 248 |
| $39.3M |
| $233K |
| 4 | SENSEI AG HOLDINGS, INC. SENSEI AG HOLDINGS 401(K) PLAN | SANTA MONICA CA | 108 | $5.7M | $28K |
