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 IS Fund # in their Schedule of Assets, totaling $623K 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 | PATRICK SCHAUMBURG AUTOMOBILES, INC. PATRICK DEALER GROUP SAVINGS PLAN | SCHAUMBURG IL | 309 | $38.0M | $339K |
| 2 | KYOCERA SGS PRECISION TOOLS, INC. KYOCERA SGS PRECISION TOOLS 401(K) PROFIT SHARING PLAN | CUYAHOGA OH | 335 | $41.6M | $134K |
| 3 | SIGMA ELECTRIC MANUFACTURING CORPORATION |
GARNER NC |
| 376 |
| $24.0M |
| $112K |
| 4 | MIDDLEVILLE ENGINEERED SOLUTIONS, LLC MIDDLEVILLE ENGINEERED SOLUTIONS, LLC | MIDDLEVILLE MI | 121 | $6.4M | $32K |
| 5 | INTEVA PRODUCTS, LLC INTEVA PRODUCTS, LLC HOURLY EMPLOYEES' SAVINGS PLAN FOR UAW LOCALS | TROY MI | 292 | $15.3M | $5K |