Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding CLEARBRIDGE SMALL CAP GRT A GM MUTUAL FUNDS in their Schedule of Assets, totaling $5.4M 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 | ONE CALL CORPORATION ONE CALL COMBINED 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 1,929 | $97.7M | $3.8M |
| 2 | ESKER, INC. ESKER, INC. 401(K) SAVINGS PLAN | MIDDLETON WI | 261 | $41.0M | $739K |
| 3 | LEEP ENTERPRISES, LLC LEEP ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN |
MISHAWAKA IN |
| 1,253 |
| $62.4M |
| $375K |
| 4 | GROUP HEALTH COOPERATIVE OF EAU CLAIRE GROUP HEALTH COOPERATIVE OF EAU CLAIRE RETIREMENT PLAN | ALTOONA WI | 137 | $13.3M | $275K |
| 5 | COOPER & SCULLY, P.C. COOPER & SCULLY, P.C. 401(K) PLAN | DALLAS TX | 60 | $26.9M | $230K |
