Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding William Blair Large Cap Growth Fund Mutual fund in their Schedule of Assets, totaling $11.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WHITEMAN OSTERMAN & HANNA LLP WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN | ALBANY NY | 161 | $104.8M | $10.0M |
| 2 | CALDWELL & GREGORY LLC CALDWELL & GREGORY LLC 401(K) PLAN | MANAKIN SABOT VA | 214 | $10.4M | $1.2M |
| 3 | L&M SERVICES, INC. L&M SERVICES, INCORPORATED EMPLOYEE SAVINGS PLAN |
WOODINVILLE WA |
| 120 |
| $6.1M |
| $60K |
