Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Wasatch Core Growth Fund Inst. in their Schedule of Assets, totaling $3.9M 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 | CAMPBELL UNIVERSITY CAMPBELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | BUIES CREEK NC | 1,862 | $198.8M | $3.5M |
| 2 | SCHMITZ READY MIX, INC. SCHMITZ READY MIX, INC. 401(K) SAVINGS PLAN | MILWAUKEE WI | 153 | $12.0M | $207K |
| 3 | TABOR COLLEGE, INC. TABOR COLLEGE RETIREMENT PLAN |
HILLSBORO KS |
| 127 |
| $23.3M |
| $80K |
| 4 | SKYLINE NATIONAL BANK SBA DEFINED CONTRIBUTION PLAN FOR SKYLINE NATIONAL BANK | INDEPENDENCE VA | 237 | $10.6M | $75K |
| 5 | FRANK KENT CADILLAC, LLC FRANK KENT CADILLAC, LLC EMPLOYEES' 401(K) SAVINGS PLAN | FORT WORTH TX | 671 | $12.1M | $38K |