Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Franklin Templeton Investments Clearbridge Small Cap Growth Fund in their Schedule of Assets, totaling $1.5M 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 | RUTLAND REGIONAL MEDICAL CENTER RUTLAND REGIONAL HEALTH SERVICES RETIREMENT SAVINGS PLAN | RUTLAND VT | 1,706 | $289.0M | $1.1M |
| 2 | BERRY AVIATION, INC. BERRY AVIATION, INC. PROFIT SHARING 401(K) PLAN | SAN MARCOS TX | 310 | $11.1M | $270K |
| 3 | RADIOLOGY SERVICES, LLC |
WALLINGFORD CT |
| 492 |
| $59.9M |
| $138K |
