Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding ClearBridge Small Cap I Legg Mason 0 in their Schedule of Assets, totaling $379K 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 | AOTCO METAL FINISHING LLC AOTCO METAL FINISHING LLC 401(K) PROFIT SHARING PLAN | BILLERICA MA | 116 | $6.3M | $215K |
| 2 | CROSS SOUND FERRY & COMPANIES CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN | NEW LONDON CT | 278 | $40.3M | $122K |
| 3 | THE LEARNING TREE, INC. |
MOBILE AL |
| 417 |
| $3.1M |
| $43K |
