Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding CLEARBRIDGE SMALL CAP GRTH IS MUTUAL FUNDS in their Schedule of Assets, totaling $1.0M 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 | SEVAN MULTI-SITE SOLUTIONS, INC. SEVAN MULTI-SITE SOLUTIONS, INC. 401(K) PLAN | DOWNERS GROVE IL | 312 | $33.9M | $511K |
| 2 | BERRY AVIATION, INC. BERRY AVIATION, INC. PROFIT SHARING 401(K) PLAN | SAN MARCOS TX | 310 | $11.1M | $270K |
| 3 | SHUTTLEWORTH & INGERSOLL, P.L.C. |
CEDAR RAPIDS IA |
| 103 |
| $43.8M |
| $195K |
| 4 | WOLGAST CORPORATION WOLGAST CORPORATION PROFIT SHARING & 401(K) PLAN | SAGINAW MI | 115 | $11.3M | $72K |
