Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Clearbridge Small Cap Growth Mutual fund in their Schedule of Assets, totaling $3.7M 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 | EDF RENEWABLES EDF RENEWABLES 401(K) PLAN | SAN DIEGO CA | 1,628 | $222.9M | $2.1M |
| 2 | CALAIS COMMUNITY HOSPITAL CALAIS COMMUNITY HOSPITAL TAX SHELTERED ANNUITY PLAN | CALAIS ME | 205 | $12.6M | $504K |
| 3 | ALAN PLUMMER ASSOCIATES, INC. ALAN PLUMMER ASSOCIATES, INC. PROFIT SHARING PLAN |
FORT WORTH TX |
| 243 |
| $34.1M |
| $467K |
| 4 | D'AMICO HOLDING COMPANY D'AMICO HOLDING COMPANY 401(K) PLAN | MINNEAPOLIS MN | 714 | $7.5M | $304K |
| 5 | CHILDREN INTERNATIONAL CHILDREN INTERNATIONAL 403(B) PLAN | KANSAS CITY MO | 148 | $13.5M | $82K |
| 6 | QUARTILE, LLC QUARTILE 401(K) PLAN | NEW YORK NY | 125 | $6.5M | $82K |
| 7 | CHILDREN INTERNATIONAL CHILDREN INTERNATIONAL RETIREMENT PLAN | KANSAS CITY MO | 139 | $15.3M | $66K |
| 8 | MECUM AUCTIONS, INC. MECUM AUCTIONS, INC. 401(K) RETIREMENT PLAN | WALWORTH WI | 184 | $13.2M | $35K |
| 9 | JST TRANSPORTATION JST TRANSPORTATION 401K PROFIT SHARING PLAN AND TRUST | FRANKLIN MA | 48 | $711K | $34K |
