Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company ClearBridge Small-Cap Growth Fund in their Schedule of Assets, totaling $1.4M 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 | ELECTRONIC WAVEFORM LAB, INC. ELECTRONIC WAVEFORM LAB, INC. 401(K) PLAN | HUNTINGTON BEACH CA | 170 | $26.5M | $1.1M |
| 2 | SRTV HOLDINGS LLC SRTV HOLDINGS LLC 401(K) PROGRAM | JACKSONVILLE FL | 394 | $23.2M | $212K |
| 3 | FIRST TEXAS HOMES, INC. FIRST TEXAS HOMES, INC. 401(K) PLAN |
DALLAS TX |
| 236 |
| $13.5M |
| $50K |
| 4 | PHOENIX ENVIRONMENTAL LABORATORIES, INC. PHOENIX ENVIRONMENTAL LABORATORIES 401(K) PLAN | MANCHESTER CT | 116 | $13.8M | $37K |
| 5 | DENALI STAFFING, LLC DENALI STAFFING 401(K) PLAN | NEW BERLIN WI | 132 | $11.6M | $16K |
| 6 | AGENCYEA EA COLLECTIVE 401(K) PLAN | CHICAGO IL | 78 | $6.4M | $10K |
| 7 | THE J. E. SHEPARD COMPANY THE J. E. SHEPARD COMPANY MASTER 401(K) SAVINGS PLAN | SOUTH WINDSOR CT | 93 | $11.4M | $10K |
| 8 | HARRIS, WILCOX & DONOVAN, P.A. DBA CLAY EYE PHYSI CLAY EYE PHYSICIANS & SURGEONS 401(K) PROFIT SHARING PLAN | ORANGE PARK FL | 114 | $19.0M | $6K |