Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding ClrBrg Sm Cp Growth Fnd IS Pooled separate account in their Schedule of Assets, totaling $6.6M 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 | GEOLOGIC ASSOCIATES GEOLOGIC ASSOCIATES 401K PROFIT SHARING PLAN | ONTARIO CA | 302 | $88.1M | $3.7M |
| 2 | METHANEX SERVICES US LLC METHANEX 401(K) PLAN | PLANO TX | 315 | $63.3M | $1.4M |
| 3 | SAN JOAQUIN REFINING COMPANY, INC. SAN JOAQUIN REFINING COMPANY 401K PLAN |
BAKERSFIELD CA |
| 131 |
| $36.2M |
| $1.3M |
| 4 | AVIONTE, LLC AVIONTE, LLC 401(K) PLAN | BLOOMINGTON MN | 298 | $17.6M | $145K |
