Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding ClrBrg SmCp Grw Fd IS Pooled Separate Accounts in their Schedule of Assets, totaling $561K 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 | TARTE, INC. TARTE, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 298 | $22.5M | $309K |
| 2 | SOUTHEAST ORTHOPEDIC SPECIALISTS, LLC SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN AND TRUST | JACKSONVILLE FL | 148 | $25.4M | $251K |
| 3 | TERRABANK, N.A. TERRABANK 401(K) PLAN |
MIAMI FL |
| 116 |
| $6.2M |
| $1K |
