Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Legg Mason ClearBridge Small Cap Gr IS in their Schedule of Assets, totaling $41.5M 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 | BAPTIST HEALTH SOUTH FLORIDA, INC. BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN | CORAL GABLES FL | 27,513 | $2.7B | $32.6M |
| 2 | MONSTER BEVERAGE CORPORATION MONSTER ENERGY COMPANY 401 K PLAN | CORONA CA | 3,696 | $260.2M | $3.3M |
| 3 | FREEDOM MORTGAGE CORPORATION |
MT. LAUREL NJ |
| 3,216 |
| $200.3M |
| $2.6M |
| 4 | BAPTIST HEALTH SOUTH FLORIDA, INC. BAPTIST HEALTH ENTERPRISES, INC. 401(K) EMPLOYEE RETIREMENT PLAN | CORAL GABLES FL | 731 | $163.4M | $1.7M |
| 5 | IV MEDIA LLC IV MEDIA LLC 401(K) RETIREMENT PLAN | EDEN PRAIRIE MN | 460 | $44.6M | $1.1M |
| 6 | COOKE SCHOOL AND INSTITUTE 403(B) THRIFT PLAN OF COOKE SCHOOL AND INSTITUTE | NEW YORK NY | 292 | $24.0M | $360K |
