Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Clearbridge Small Cap Growth Is Mutual Funds in their Schedule of Assets, totaling $5.1M 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 | MARUBENI AMERICA CORPORATION MARUBENI GROUP RETIREMENT SAVINGS PLAN | NEW YORK NY | 951 | $222.0M | $4.5M |
| 2 | INVERIS TRAINING SOLUTIONS, INC. INVERIS TRAINING SOLUTIONS, INC. 401(K) PLAN | SUWANEE GA | 219 | $49.7M | $211K |
| 3 | FIRST TEAM REAL ESTATE - ORANGE COUNTY |
NEWPORT BEACH CA |
| 221 |
| $14.1M |
| $201K |
| 4 | LYON, LLC LYON, LLC 401(K) RETIREMENT PLAN | MONTGOMERY IL | 280 | $13.0M | $168K |
| 5 | PRECISION GEAR INDUSTRIES LLC PRECISION GEAR INDUSTRIES LLC 401(K) PLAN | COLLEGE POINT NY | 139 | $19.6M | $71K |
| 6 | THE GENEVA SCHOOL THE GENEVA SCHOOL 401(K) RETIREMENT PLAN | CASSELBERRY FL | 117 | $6.8M | $8K |
| 7 | MORGAN ASPHALT, INC. MORGAN ASPHALT INC. 401(K) RETIREMENT PLAN | MAGNA UT | 169 | $5.1M | $6K |
