Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding ClrBrg Mid Cap Fund IS Pooled Separate Account in their Schedule of Assets, totaling $894K 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 | ROBERT W. SULLIVAN, INC. ROBERT W. SULLIVAN, INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 82 | $11.3M | $735K |
| 2 | LEGACY TRANSPORTATION SERVICES, INC. LEGACY TRANSPORTATION 401(K) PLAN | SAN JOSE CA | 185 | $10.3M | $135K |
| 3 | NORTHWEST RADIOLOGISTS, INC., P.S. |
BELLINGHAM WA |
| 149 |
| $37.8M |
| $25K |
