Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding William Blair William Blair Small-Mid Cap Gr I in their Schedule of Assets, totaling $14.7M 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 | CARE, INC. CARE RETIREMENT SAVINGS PLAN | ATLANTA GA | 423 | $115.5M | $7.4M |
| 2 | TOLEDO CLINIC, INC. TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | TOLEDO OH | 1,520 | $261.0M | $5.0M |
| 3 | RSC INSURANCE BROKERAGE, INC. RSC INSURANCE BROKERAGE, INC. 401(K) PLAN |
BOSTON MA |
| 2,232 |
| $240.5M |
| $2.2M |
