Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Clearbridge Small-Cap I Mutual Fund in their Schedule of Assets, totaling $185K 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 | D & D GEAR, INC. D & D GEAR, INC. 401(K) PROFIT SHARING PLAN | ANAHEIM CA | 238 | $30.6M | $166K |
| 2 | STATES LOGISTICS SERVICES, INC. STATES LOGISTICS 401(K) PLAN | BUENA PARK CA | 749 | $17.5M | $18K |
