Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Franklin Templeton Clearbridge Small Cap Growth Fund in their Schedule of Assets, totaling $366K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COOPER & SCULLY, P.C. COOPER & SCULLY, P.C. 401(K) PLAN | DALLAS TX | 60 | $26.9M | $336K |
| 2 | ROBERTS MARKEL WEINBERG BUTLER HAILEY P.C. ROBERTS MARKEL WEINBURG BUTLER HAILEY P.C. 401(K) PLAN | HOUSTON TX | 122 | $15.7M | $30K |
