Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 77 U.S. retirement plans report holding ClrBrg SmCp Grw Fd IS Registered investment company in their Schedule of Assets, totaling $25.6M 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 | H&M FASHION USA, INC. H&M HENNES & MAURITZ 401K PLAN | SECAUCUS NJ | 1,812 | $141.6M | $2.7M |
| 2 | GOSIGER HOLDINGS, INC. GOSIGER 401K SAVINGS PLAN AND TRUST | DAYTON OH | 598 | $101.6M | $2.2M |
| 3 | ASHTON WOODS USA, LLC. ASHTON WOODS HOMES RETIREMENT SAVINGS PLAN |
ALPHARETTA GA |
| 1,312 |
| $118.4M |
| $1.9M |
| 4 | CROUSE HOSPITAL CROUSE HOSPITAL 401(K) PLAN | SYRACUSE NY | 721 | $125.7M | $1.4M |
| 5 | METHANEX SERVICES US LLC METHANEX 401(K) PLAN | PLANO TX | 315 | $63.3M | $1.4M |
| 6 | ARMON, INC. ARMON, INC. 401K PROFIT SHARING PLAN | NORTHBROOK IL | 464 | $34.4M | $1.0M |
| 7 | OQ CHEMICALS CORPORATION OQ CHEMICALS CORPORATION RETIREMENT PLAN | BAY CITY TX | 281 | $96.5M | $882K |
| 8 | THE CORRADINO GROUP, INC. THE CORRADINO GROUP SALARY SAVINGS & INVESTMENT | DORAL FL | 271 | $25.9M | $852K |
| 9 | REDCOM LABORATORIES, INC. REDCOM LABORATORIES, INC. 401(K) AND PROFIT SHARIN | VICTOR NY | 121 | $44.8M | $829K |
| 10 | NASCENTIA HEALTH, INC. NASCENTIA HEALTH, INC. 401K RETIREMENT PLAN | SYRACUSE NY | 465 | $22.9M | $780K |
