Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding Clearbridge Small Cap Growth Is in their Schedule of Assets, totaling $21.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PENN MUTUAL LIFE INSURANCE COMPANY THE PENN MUTUAL RETIREMENT & SAVINGS PLAN | HORSHAM PA | 1,060 | $489.8M | $7.6M |
| 2 | PENN MUTUAL LIFE INSURANCE COMPANY PENN MUTUAL AGENTS' 401(K) PLAN | HORSHAM PA | 560 | $75.1M | $3.0M |
| 3 | EAST TENNESSEE CHILDREN'S HOSPITAL ASSOCIATION, INC. |
KNOXVILLE TN |
| 2,124 |
| $106.5M |
| $2.8M |
| 4 | HIGH STREET INSURANCE PARTNERS, INC. HIGH STREET INSURANCE PARTNERS 401(K) PLAN | GRAND RAPIDS MI | 2,168 | $147.5M | $2.4M |
| 5 | PENN MUTUAL LIFE INSURANCE COMPANY PENN MUTUAL AGENTS' RETIREMENT PLAN | HORSHAM PA | 555 | $84.5M | $1.4M |
| 6 | SOUTH BEND CLINIC SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN | SOUTH BEND IN | 0 | $0 | $920K |
| 7 | PETROLEUM WHOLESALE, L.P. PETROLEUM WHOLESALE LP 401(K) PROFIT SHARING PLAN | THE WOODLANDS TX | 508 | $11.6M | $352K |
| 8 | UNITED REFRACTORIES CO. UNITED REFRACTORIES CO. THRIFT SAVINGS PLAN | MCMURRAY PA | 123 | $11.2M | $326K |
| 9 | AMERICAN RADIO TELEVISION CABLE, INC. AMERICAN RADIO TELEVISION 401(K) PLAN | CHARLOTTE NC | 315 | $19.0M | $295K |
| 10 | COASTAL HORIZONS CENTER, INC. COASTAL HORIZONS CENTER, INC. PROFIT SHARING PLAN | WILMINGTON NC | 628 | $15.2M | $290K |
