Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding ClrBrg Small Cap Growth Fund IS in their Schedule of Assets, totaling $2.0M 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 | MERITRUST FEDERAL CREDIT UNION MERITRUST CREDIT UNION 401(K) PLAN | WICHITA KS | 333 | $37.0M | $1.6M |
| 2 | SDL INC. SDL INC. 401(K) PLAN | WAKEFIELD MA | 317 | $58.2M | $356K |
| 3 | WESTERN CABINETS & AFFILIATES, INC. WESTERN CABINETS & AFFILIATES 401(K) PLAN |
DALLAS TX |
| 617 |
| $13.8M |
| $24K |
