Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Voya ClearBridge Small Cap Growth Fund IS - in their Schedule of Assets, totaling $803K 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 | GILEAD COMMUNITY SERVICES, INC. GILEAD COMMUNITY SERVICES,INC. 401(K) PROFIT SHARING PLAN AND TRUST | MIDDLETOWN CT | 249 | $5.0M | $275K |
| 2 | PATRIOT BANK, N.A. PATRIOT BANK, N.A. 401(K) SAVINGS PLAN | STAMFORD CT | 116 | $8.7M | $183K |
| 3 | POLY VINYL COMPANY, INC. |
SHEBOYGAN FALLS WI |
| 182 |
| $11.3M |
| $143K |
| 4 | STEAM-A-WAY, INC. DBA ENTRUSTED ENTRUSTED 401(K) PLAN | JUPITER FL | 210 | $4.7M | $91K |
| 5 | ROUNDABOUT THEATRE COMPANY, INC ROUNDABOUT THEATRE COMPANY 401(K) PROFIT SHARING PLAN | NEW YORK NY | 150 | $10.9M | $84K |
| 6 | ABILIS, INC. ABILIS, INC. RETIREMENT PLAN | GREENWICH CT | 417 | $17.4M | $27K |
