Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Clearbridge Small Cap Growth IS Mutual fund - in their Schedule of Assets, totaling $5.6M 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 | WARTSILA HOLDING, INC. WARTSILA HOLDING, INC. RETIREMENT PLAN | HOUSTON TX | 1,063 | $193.0M | $3.0M |
| 2 | SAVIYNT, INC. SAVIYNT, INC. 401(K) PROFIT SHARING PLAN | EL SEGUNDO CA | 448 | $29.4M | $275K |
| 3 | CREEKSTONE FARMS PREMIUM BEEF, LLC CREEKSTONE FARMS PREMIUM BEEF, LLC 401(K) PLAN |
ARKANSAS CITY KS |
| 1,233 |
| $15.4M |
| $272K |
| 4 | PERKINS MOTOR COMPANY, INC. PERKINS MOTOR COMPANY, INC. PROFIT SHARING PLAN | COLORADO SPRINGS CO | 110 | $4.9M | $238K |
| 5 | REVENUE ASSISTANCE CORP. THE REVENUE GROUP THE REVENUE ASSISTANCE CORP., 401(K) RETIREMENT PLAN | CLEVELAND OH | 232 | $6.9M | $179K |
| 6 | U.M.C., INC. U.M.C., INC EMPLOYEE 401(K) PLAN | MONTICELLO MN | 201 | $26.6M | $162K |
| 7 | HDH INSTRUMENTS, LP HDH INSTRUMENTS, LP 401(K) PLAN | PATTISON TX | 185 | $14.5M | $148K |
| 8 | CONESTOGA ENERGY PARTNERS LLC CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST | LIBERAL KS | 273 | $8.3M | $141K |
| 9 | TRI-CENTURY EYE CARE, P.C. TRI-CENTURY EYE CARE, P.C. 401(K) PROFIT SHARING PLAN | SOUTHAMPTON PA | 89 | $22.2M | $137K |
| 10 | FMI AEROSTRUCTURES, LLC FMI MACHINING, LLC 401(K) PLAN | VALENCIA CA | 172 | $7.4M | $137K |
