Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding CLEARBRIDGE SMALL CAP GRTH GM MUTUAL FUNDS in their Schedule of Assets, totaling $907K 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 | SHUTTLEWORTH & INGERSOLL, P.L.C. SHUTTLEWORTH & INGERSOLL, P.L.C. 401(K) PLAN | CEDAR RAPIDS IA | 103 | $43.8M | $478K |
| 2 | RG5 LLC RG5 LLC 401K PLAN | FAIRFAX VA | 74 | $33.8M | $262K |
| 3 | WOLGAST CORPORATION WOLGAST CORPORATION PROFIT SHARING & 401(K) PLAN |
SAGINAW MI |
| 115 |
| $11.3M |
| $167K |
