Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding William Blair Small-Mid Cap Growth Fund Mutual Fund in their Schedule of Assets, totaling $5.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NOBLE RESEARCH INSTITUTE, LLC NOBLE RESEARCH INSTITUTE, LLC 401(K) PLAN | ARDMORE OK | 186 | $77.3M | $5.1M |
| 2 | NOBLE RESEARCH INSTITUTE, LLC NOBLE RESEARCH INSTITUTE, LLC DEFINED CONTRIBUTION PLAN | ARDMORE OK | 186 | $5.0M | $448K |
| 3 | EXPERIENCE LEARNING COMMUNITY |
SEATTLE WA |
| 132 |
| $16.9M |
| $276K |
