Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Clearbridge Small Cap Value II Mutual Fund N/A in their Schedule of Assets, totaling $51K 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 | PERSONA SIGNS, LLC PERSONA SIGNS, LLC 401(K) RETIREMENT SAVINGS PLAN | WATERTOWN SD | 400 | $20.5M | $28K |
| 2 | HOLIEN, INC. DBA ANZA, INCORPORATED ANZA 401K RETIREMENT SAVINGS PLAN | WATERTOWN SD | 362 | $14.0M | $23K |
