Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nationwide WCM Focused Small Cap R6 in their Schedule of Assets, totaling $3.1M 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 | PREMIER SURGICAL ASSOCIATES, PLLC PREMIER SURGICAL ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 169 | $53.8M | $1.9M |
| 2 | JSB MANAGEMENT COMPANY CHARLES BLALOCK & SONS INC 401K PROFIT SHARING PLAN | SEVIERVILLE TN | 989 | $29.7M | $908K |
| 3 | HEALTHSTAR PHYSICIANS PC |
MORRISTOWN TN |
| 519 |
| $53.8M |
| $213K |
