Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding William Blair Small-Mid Cap Growth Fund I " in their Schedule of Assets, totaling $34.1M 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 | CF INDUSTRIES HOLDINGS, INC. CF INDUSTRIES HOLDINGS, INC. 401(K) PLAN | NORTHBROOK IL | 2,232 | $695.7M | $26.9M |
| 2 | HOWARD UNIVERSITY HOWARD UNIVERSITY SAVINGS PLAN | WASHINGTON DC | 6,688 | $1.2B | $5.8M |
| 3 | SOUTHEASTERN REGIONAL MEDICAL CENTER SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN |
LUMBERTON NC |
| 2,139 |
| $127.0M |
| $1.1M |
| 4 | QUALITY EQUIPMENT, LLC QUALITY EQUIPMENT, LLC 401(K) PLAN | FUQUAY-VARINA NC | 645 | $39.4M | $219K |
| 5 | SHORELIGHT, LLC SHORELIGHT RETIREMENT PLAN | BOSTON MA | 275 | $22.7M | $162K |
