Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Legg Mason Institutional Funds ClearBridge Small Cap Growth Fund Class IS in their Schedule of Assets, totaling $18K 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 | HIOSSEN, INC. HIOSSEN, INC. RETIREMENT PLAN | FAIRLESS HILLS PA | 374 | $10.2M | $18K |
