Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Clearbridge Small-Cap Growth in their Schedule of Assets, totaling $37.9M 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 | HUBBARD BROADCASTING, INC. HBI 401(K) RETIREMENT SAVINGS PLAN | ST. PAUL MN | 1,712 | $383.9M | $13.7M |
| 2 | BIO-RAD LABORATORIES, INC. BIO-RAD LABORATORIES, INC. 401(K) PROFIT SHARING PLAN | HERCULES CA | 3,365 | $1.1B | $11.6M |
| 3 | MGS GROUP NORTH AMERICA, INC. MGS EMPLOYEE 401(K) PLAN |
GERMANTOWN WI |
| 390 |
| $54.0M |
| $4.0M |
| 4 | TRUE VALUE COMPANY TRUE VALUE COMPANY, L.L.C. SAVINGS AND COMPENSATION DEFERRAL PLAN | CHICAGO IL | 1,666 | $223.1M | $1.9M |
| 5 | STEVENSON UNIVERSITY, INC. STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN | STEVENSON MD | 1,124 | $117.8M | $1.3M |
| 6 | WITT/KIEFFER INC. WITT/KIEFFER INC. SAVINGS & PROFIT SHARING PLAN & TRUST | OAK BROOK IL | 349 | $91.9M | $948K |
| 7 | DREYER'S GRAND ICE CREAM, INC. DREYER'S SAVINGS PLAN | WALNUT CREEK CA | 2,857 | $202.0M | $834K |
| 8 | CAERUS US 1 INC. NORSTELLA 401(K) PROFIT SHARING PLAN | NEW YORK NY | 1,635 | $96.6M | $705K |
| 9 | MANAGED MARKETS INSIGHTS & TECHNOLOGY LLC NORSTELLA 401(K) PROFIT SHARING PLAN | YARDLEY PA | 1,300 | $69.3M | $543K |
| 10 | HAECO AMERICAS HAECO AMERICAS 401(K) PLAN | GREENSBORO NC | 1,837 | $94.0M | $395K |
