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 R in their Schedule of Assets, totaling $715K 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 | MERIDIAN CAPITAL GROUP, LLC MERIDIAN CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 263 | $19.9M | $412K |
| 2 | GORDON TECHNOLOGIES LLC GORDON TECHNOLOGIES 401(K) PLAN AND TRUST | SCOTT LA | 444 | $10.1M | $126K |
| 3 | IMEG CONSULTANTS CORP. IMEG 401(K) PLAN |
ROCK ISLAND IL |
| 2,497 |
| $380.2M |
| $107K |
| 4 | COMMAND MEDICAL PRODUCTS LLC COMMAND MEDICAL PRODUCTS, LLC EMPLOYEES SAVINGS TRUST | ORMOND BEACH FL | 107 | $3.2M | $42K |
| 5 | COASTAL WASTE & RECYCLING, INC. COASTAL WASTE & RECYCLING INC. 401(K) PROFIT SHARING PLAN AND T | BOCA RATON FL | 1,459 | $11.6M | $28K |
