Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding ClearBridge Small Cap Growth Mutual funds in their Schedule of Assets, totaling $580K 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 | ARCHWELL ESSENTIALS ARCHWELL ESSENTIALS, LLC 401(K) PLAN | DEERFIELD BEACH FL | 177 | $10.2M | $316K |
| 2 | SLOSBURG COMPANY SLOSBURG COMPANY 401(K) RETIREMENT PLAN | OMAHA NE | 391 | $10.7M | $162K |
| 3 | ARCHWELL SOLUTIONS, LLC ARCHWELL SOLUTIONS, LLC |
FORT LAUDERDALE FL |
| 383 |
| $6.1M |
| $64K |
| 4 | ALPINE PEDIATRICS, P.C. ALPINE PEDIATRICS, P.C. PROFIT SHARING PLAN | PLEASANT GROVE UT | 93 | $26.2M | $33K |
| 5 | CUISINE SOLUTIONS, INC. CUISINE SOLUTIONS, INC. 401(K) PLAN | STERLING VA | 819 | $17.1M | $5K |