Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding William Blair Small Cap Growth in their Schedule of Assets, totaling $18.0M 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 | MASTERBRAND, INC. MASTERBRAND, INC. RETIREMENT SAVINGS PLAN | BEACHWOOD OH | 6,582 | $544.3M | $17.7M |
| 2 | SOUTHERN BANK AND TRUST COMPANY SOUTHERN BANK AND TRUST COMPANY PENSION PLAN | MOUNT OLIVE NC | 141 | $90.7M | $241K |
| 3 | LONE STAR INSTRUMENTATION AND ELECTRIC CORPORATION |
ODESSA TX |
| 177 |
| $7.1M |
| $7K |
| 4 | CORNERSTONE EDUCATION GROUP CORNERSTONE EDUCATION GROUP 403(B) PLAN | DETROIT MI | 309 | $6.2M | $7K |
| 5 | CHILDSTRIVE CHILDSTRIVE 403(B) PLAN | EVERETT WA | 107 | $6.0M | $5K |
