Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding WILLIAM BLAIR SM MID CAP GR I in their Schedule of Assets, totaling $5.7M 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 | AVENUE CAPITAL MANAGEMENT II, LP AVENUE CAPITAL GROUP AND AFFILIATES 401(K) PROFIT SHARING | NEW YORK NY | 129 | $37.3M | $3.5M |
| 2 | THE JOHN GORE ORGANIZATION, INC. THE JOHN GORE ORGANIZATION, INC. 401K AND PROFIT SHARING PLAN | NEW YORK NY | 263 | $43.9M | $798K |
| 3 | KENWOOD DEALER GROUP, INC. |
MASON OH |
| 685 |
| $58.1M |
| $662K |
| 4 | C.G. ROXANE C.G. ROXANE 401(K) PLAN | OLANCHA CA | 388 | $31.6M | $411K |
| 5 | ARTNET WORLDWIDE CORPORATION ARTNET WORLDWIDE CORPORATION | NEW YORK NY | 90 | $9.0M | $147K |
| 6 | POWERCON CORPORATION POWERCON CORPORATION 401(K) RETIREMENT PLAN | SEVERN MD | 341 | $44.9M | $99K |
| 7 | EAG SERVICES, INC. EAG SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 143 | $11.3M | $73K |