Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding William Blair Small-Mid Cap Growth in their Schedule of Assets, totaling $174.9M 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 | C.H. ROBINSON COMPANY, INC. ROBINSON COMPANIES RETIREMENT PLAN | EDEN PRAIRIE MN | 8,285 | $1.8B | $76.7M |
| 2 | MCLEOD HEALTH MCLEOD HEALTH 401(K) PLAN | FLORENCE SC | 11,131 | $808.7M | $32.3M |
| 3 | CENTRACARE HEALTH SYSTEM CENTRACARE HEALTH SYSTEM RETIREMENT PLAN |
SAINT CLOUD MN |
| 11,676 |
| $1.2B |
| $24.2M |
| 4 | AGC FLAT GLASS NORTH AMERICA, INC, DBA AGC AUTOMOTIVE AMERICAS CO. AGC AUTOMOTIVE AMERICAS CO. 401(K) RETIREMENT PLAN. | ALPHARETTA GA | 1,644 | $173.4M | $21.2M |
| 5 | CENTRACARE HEALTH SYSTEM CENTRACARE HEALTH SYSTEM 403(B) PLAN | ST. CLOUD MN | 7,783 | $866.6M | $20.4M |
| 6 | CJOK, INC. DBA RAIRDON'S DODGE CHRYSLER JEEP OF KIRKLAND RAIRDON AUTO GROUP 401(K) PLAN | BOTHELL WA | 562 | $13.9M | $140K |