Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding William Blair Small Cap Value Fund in their Schedule of Assets, totaling $13.0M 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 | FIRMENICH INCORPORATED FIRMENICH PENSION PLAN | PLAINSBORO NJ | 294 | $215.0M | $11.5M |
| 2 | SEMMES, BOWEN & SEMMES SEMMES, BOWEN & SEMMES PENSION PLAN | BALTIMORE MD | 119 | $28.2M | $1.4M |
| 3 | L.B. WHITE COMPANY, LLC. L. B. WHITE PROFIT SHARING PLAN |
ONALASKA WI |
| 186 |
| $14.3M |
| $110K |
| 4 | KELLY MITCHELL GROUP, INC. KELLY MITCHELL GROUP, INC. 401(K) PROFIT SHARING PLAN | ST LOUIS MO | 567 | $13.6M | $12K |