Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding ClrBrg SmCp Grw Fd IS Mutual fund - in their Schedule of Assets, totaling $24.6M 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 | ENDEAVOR HEALTH CLINICAL OPERATIONS ENDEAVOR HEALTH LEGACY 403(B) TAX DEFERRED ANNUITY PLAN FOR NORTHSHORE UNIVERSITY HEALTHSYSTEM EMPLOYEES | EVANSTON IL | 11,719 | $2.1B | $24.4M |
| 2 | ROTTLER PEST CONTROL COMPANY ROTTLER PEST CONTROL COMPANY 401K PLAN | CHARLACK MO | 216 | $12.5M | $121K |
| 3 | LAP OF LOVE SERVICES LLC |
LUTZ FL |
| 711 |
| $14.3M |
| $43K |
| 4 | ARBURG, INC. ARBURG, INC. 401(K) SAVINGS PLAN | ROCKY HILL CT | 111 | $16.3M | $16K |
| 5 | OVERTURE CENTER FOUNDATION OVERTURE CENTER FOUNDATION 401(K) RETIREMENT PLAN | MADISON WI | 91 | $4.2M | $13K |
