Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding William Blair Small-Mid Cap Gr I in their Schedule of Assets, totaling $558K 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 | YEAMANS HALL CLUB YEAMANS HALL CLUB 401 (K) PLAN | HANAHAN SC | 104 | $8.1M | $471K |
| 2 | MOUNTAIN PLUS SERVICES, INC. MOUNTAIN 401(K) PLAN | PRESTONSBURG KY | 1,500 | $18.3M | $87K |
