Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Wasatch Core Growth Fund-Ins in their Schedule of Assets, totaling $85.8M 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 | BOARD OF TRUSTEES, U.A. LOCAL 467 PENSION TRUST U.A. LOCAL 467 DEFINED BENEFIT PLAN | SAN JOSE CA | 889 | $859.2M | $73.6M |
| 2 | EMPIRE SOUTHWEST LLC EMPIRE RETIREMENT SAVINGS PLAN | MESA AZ | 4,178 | $487.3M | $12.0M |
| 3 | AMERICAN GREEN, INC. AMERICAN GREEN, INC. 401(K) PLAN |
DES PLAINES IL |
| 192 |
| $10.2M |
| $161K |
