Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding ClrBrg SmCp Grw Fd IS Pooled separate account - in their Schedule of Assets, totaling $4.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GENSERVE LLC GENSERVE LLC 401(K) PROFIT SHARING PLAN | PLAINVIEW NY | 265 | $21.4M | $1.3M |
| 2 | TWIN CITY HARDWARE COMPANY TWIN CITY HARDWARE COMPANY 401(K) SAVINGS PLAN AND TRUST | OAKDALE MN | 255 | $33.4M | $575K |
| 3 | KAYAKU ADVANCED MATERIALS, INC. KAYAKU ADVANCED MATERIALS, INC. 401(K) PLAN |
WESTBOROUGH MA |
| 127 |
| $13.3M |
| $290K |
| 4 | THE RIESTER CORPORATION THE RIESTER CORPORATION 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 57 | $11.7M | $241K |
| 5 | TOTAL MILITARY MANAGEMENT, INC. TOTAL MILITARY MANAGEMENT, INC. RETIREMENT PLAN AND TRUST | JACKSONVILLE FL | 276 | $12.9M | $219K |
| 6 | INSZONE INSURANCE SERVICES LLC INSZONE INSURANCE SERVICES LLC 401(K) PLAN | RANCHO CORDOVA CA | 718 | $13.9M | $218K |
| 7 | LAPMASTER INTERNATIONAL LLC LAPMASTER INTERNATIONAL 401K SALARY SAVINGS PLAN | MT PROSPECT IL | 77 | $7.6M | $154K |
| 8 | ELLINGSON DRAINAGE, INC. ELLINGSON DRAINAGE, INC. 401(K) PLAN AND TRUST | WEST CONCORD MN | 315 | $26.1M | $148K |
| 9 | RRC POWER & ENERGY, LLC RRC POWER & ENERGY, LLC 401(K) PLAN | ROUND ROCK TX | 278 | $19.3M | $134K |
| 10 | ENNIS STEEL INDUSTRIES, INC. ENNIS STEEL INDUSTRIES, INC. 401(K) PLAN | ENNIS TX | 161 | $10.7M | $128K |
