Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Clearbridge Small Cap I in their Schedule of Assets, totaling $569K 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 | ANTONIO SOFO & SON IMPORTING CO. ANTONIO SOFO & SON IMPORTING CO. EMPLOYEES' 401(K) PLAN | TOLEDO OH | 433 | $19.9M | $450K |
| 2 | THE PALMS HOTEL & SPA, INC. THE PALMS HOTEL & SPA, INC. 401(K) RETIREMENT PLAN | MIAMI BEACH FL | 227 | $6.6M | $83K |
| 3 | BALL CHAIN MANUFACTURING COMPANY, INC. |
MOUNT VERNON NY |
| 73 |
| $7.7M |
| $20K |
| 4 | MICAN TECHNOLOGIES INC. MICAN TECHNOLOGIES INC. 401K PLAN | BEAR DE | 201 | $4.4M | $16K |
