Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding William Blair Small-Mid Cap Growth Fund " in their Schedule of Assets, totaling $25.7M 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 | HILTON RESORTS CORPORATION HGV RETIREMENT SAVINGS PLAN | ORLANDO FL | 17,831 | $705.6M | $12.5M |
| 2 | COMMUNITYAMERICA CREDIT UNION COMMUNITYAMERICA CREDIT UNION 401(K) SAVINGS PLAN | LENEXA KS | 1,067 | $577.8M | $5.5M |
| 3 | WAYSTAR, INC. WAYSTAR, INC RETIREMENT PLAN |
LOUISVILE KY |
| 1,509 |
| $161.8M |
| $3.5M |
| 4 | SERVIER PHARMACEUTICALS LLC SERVIER PHARMACEUTICALS LLC 401(K) PLAN | BOSTON MA | 495 | $72.0M | $1.1M |
| 5 | DELTA COMMUNITY CREDIT UNION DELTA COMMUNITY CREDIT UNION 401(K) SAVINGS PLAN | ATLANTA GA | 1,343 | $163.5M | $800K |
| 6 | SHIMADZU PRECISION INSTRUMENTS, INC. SHIMADZU PRECISION INSTRUMENTS, INC. 401(K) PLAN | LONG BEACH CA | 186 | $27.3M | $681K |
| 7 | VERACODE, INC. VERACODE, INC. 401K PLAN | BURLINGTON MA | 586 | $51.4M | $561K |
| 8 | ANDERSON BROTHERS BANK OF MULLINS ANDERSON BROTHERS BANK OF MULLINS 401K EMPLOYEE STOCK OWNERSHIP PLAN | MULLINS SC | 415 | $50.7M | $557K |
| 9 | BUTION HOLDCO 1, LLC ORS MEDCO 401K PLAN | TULSA OK | 764 | $38.8M | $248K |
| 10 | FRED J. MILLER, INC. FRED J. MILLER, INC. 401(K) PLAN | MIAMISBURG OH | 121 | $3.6M | $227K |
