Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Legg Mason ClearBridge Small Cap Growth Fund in their Schedule of Assets, totaling $2.1M 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 | BUHLER INC. BUHLER GROUP USA 401(K) PLAN | PLYMOUTH MN | 898 | $147.0M | $1.7M |
| 2 | GENOVA DIAGNOSTICS, INC GENOVA DIAGNOSTICS 401(K) PROFIT SHARING PLAN | ASHEVILLE NC | 250 | $21.7M | $127K |
| 3 | GOODWILL INDUSTRIES OF KANSAS, INC. GOODWILL INDUSTRIES OF KANSAS SAFE HARBOR 401(K) PLAN |
WICHITA KS |
| 607 |
| $4.0M |
| $101K |
| 4 | ENOVA INTERNATIONAL, INC. ENOVA INTERNATIONAL, INC. 401(K) SAVINGS PLAN | CHICAGO IL | 1,722 | $143.8M | $92K |
| 5 | MONARCH HEALTHCARE MANAGEMENT, LLC MONARCH HEALTHCARE 401(K) PLAN | MANKATO MN | 5,522 | $34.8M | $87K |
