Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding ClrBrg Mid Cap Fund IS Registered Investment Company in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MCGEORGE CONTRACTING CO., INC. MCGEORGE CONTRACTING CO., INC. RETIREMENT SAVINGS PLAN | PINE BLUFF AR | 532 | $95.6M | $1.5M |
| 2 | PINE BLUFF SAND AND GRAVEL COMPANY PINE BLUFF SAND & GRAVEL COMPANY RETIREMENT SAVINGS PLAN | PINE BLUFF AR | 469 | $101.7M | $879K |
