Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Legg Mason Clearbridge Sm Cp Gr Is Fund in their Schedule of Assets, totaling $2.7M 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 | MAINLINE INFORMATION SYSTEMS LLC MAINLINE INFORMATION SYSTEMS 401(K) PLAN | TALLAHASSEE FL | 449 | $123.7M | $2.1M |
| 2 | THERMO KING FRESNO, INC. THERMO KING FRESNO, INC. 401(K) RETIREMENT PLAN | FRESNO CA | 217 | $10.3M | $286K |
| 3 | TIMES SQUARE DISTRICT MANAGEMENT ASSOCIATION, INC. |
NEW YORK NY |
| 135 |
| $12.2M |
| $237K |
| 4 | B3H CORPORATION B3H 401(K) PLAN | FORT WALTON BEACH FL | 95 | $10.7M | $32K |
| 5 | WALPOLE AREA VISITING NURSE ASSOCIATION, INC. WALPOLE AREA VISITING NURSE ASSOCIATION 403(B) RETIREMENT PLAN | WALPOLE MA | 103 | $4.7M | $6K |
