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 Institutional Class " in their Schedule of Assets, totaling $3.4M 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 | LINCARE INC. LINCARE EMPLOYEES' 401(K) PLAN | CLEARWATER FL | 10,501 | $469.8M | $1.5M |
| 2 | NEW ERA LIFE INSURANCE COMPANY NEW ERA LIFE INSURANCE COMPANY 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 333 | $26.5M | $1.2M |
| 3 | RCM INDUSTRIES, INC RCM INDUSTRIES, INC. 401(K) AND PROFIT SHARING PLAN |
FRANKLIN PARK IL |
| 480 |
| $28.4M |
| $462K |
| 4 | FARMERS & MERCHANTS BANK SBA DEFINED CONTRIBUTION PLAN FOR FARMERS & MERCHANTS BANK | TIMBERVILLE VA | 180 | $11.1M | $129K |
| 5 | SL AMERICA CORPORATION SL AMERICA 401(K) RETIREMENT PLAN | CLINTON TN | 2,596 | $27.6M | $123K |
