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 Mutual fund in their Schedule of Assets, totaling $15.7M 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 | CLECO POWER LLC CLECO POWER LLC 401(K) SAVINGS & INVESTMENT PLAN | PINEVILLE LA | 1,145 | $476.1M | $15.3M |
| 2 | EPTING DISTRIBUTORS, INC EPTING DISTRIBUTORS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN | LEXINGTON SC | 130 | $12.3M | $413K |
