Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding William Blair Small Cap Value Class I in their Schedule of Assets, totaling $890K 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 | DAIRY STATE BANK DAIRY STATE BANK RETIREMENT SAVINGS PLAN | RICE LAKE WI | 92 | $13.3M | $460K |
| 2 | LEADCAR SYSTEMS, INC. LEADCAR 401(K) PLAN | PRAIRIE DU SAC WI | 260 | $19.1M | $430K |
