Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding ClrBrg SmCp Grw Fd IS * in their Schedule of Assets, totaling $3.2M 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 | ORORA VISUAL, LLC ORORA VISUAL RETIREMENT SAVINGS PLAN | MESQUITE TX | 508 | $32.1M | $543K |
| 2 | BUSH ROSS, P.A. BUSH ROSS, P.A. 401(K) PROFIT SHARING PLAN | TAMPA FL | 111 | $37.4M | $536K |
| 3 | VALLEY TELEPHONE COOPERATIVE, INC. VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN |
RAYMONDVILLE TX |
| 119 |
| $17.9M |
| $529K |
| 4 | KNOWBE4, INC. KNOWBE4, INC. 401(K) PROFIT SHARING PLAN & TRUST | CLEARWATER FL | 1,232 | $57.2M | $518K |
| 5 | RICHARDSON INDUSTRIES, INC. RICHARDSON INDUSTRIES, INC. 401(K) PLAN | SHEBOYGAN FALLS WI | 180 | $19.0M | $359K |
| 6 | N.E.W. INDUSTRIES, INC. N. E. W. INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | STURGEON BAY WI | 169 | $8.9M | $199K |
| 7 | JACOBSEN/DANIELS ASSOCIATES JACOBSEN/DANIELS ASSOCIATES 401(K) PLAN | YPSILANTI MI | 200 | $13.9M | $110K |
| 8 | ROIG, ROSENBERG, MARTIN & BELLIDO, P.A. ROIG LAWYERS 401(K) PLAN | DEERFIELD BEACH FL | 127 | $16.9M | $90K |
| 9 | NORTH SHORE HEALTHCARE, LLC NORTH SHORE HEALTHCARE, LLC RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 3,364 | $18.9M | $64K |
| 10 | NEW YORK LEGAL ASSISTANCE GROUP NEW YORK LEGAL ASSISTANCE GROUP SAVINGS PLAN | NEW YORK NY | 375 | $34.7M | $62K |
