Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding ClrBrg SmCp Grw Fd IS Pooled separate account in their Schedule of Assets, totaling $3.7M 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 | 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 | ELLINGSON DRAINAGE, INC. ELLINGSON DRAINAGE, INC. 401(K) PLAN AND TRUST | WEST CONCORD MN | 315 | $26.1M | $148K |
| 8 | ENNIS STEEL INDUSTRIES, INC. ENNIS STEEL INDUSTRIES, INC. 401(K) PLAN | ENNIS TX | 161 | $10.7M | $128K |
| 9 | RCSS HOLDINGS, INC. RCSS HOLDINGS, INC. 401(K) PLAN | BOWLING GREEN KY | 249 | $13.0M | $124K |
| 10 | HYDROBLEND, INC. DBA HB SPECIALTY FOODS HYDROBLEND, INC. DBA HB SPECIALTY FOODS 401(K) PROFIT SHARING PLAN) | NAMPA ID | 197 | $8.1M | $113K |
