Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Wasatch Core Growth Inst in their Schedule of Assets, totaling $9.2M 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 | MIELE, INC. MIELE, INC. 401(K) PLAN | PRINCETON NJ | 389 | $52.7M | $1.8M |
| 2 | TEMENOS USA INC. TEMENOS USA INC. | MALVERN PA | 280 | $51.4M | $1.4M |
| 3 | NORTHLAND CABLE TELEVISION, INC. VYVE 401(K) PLAN | RYE BROOK NY | 617 |
| $25.8M |
| $927K |
| 4 | TOMPKINS SOLUTIONS, INC. TOMPKINS SOLUTIONS, INC. 401(K) PLAN | RALEIGH NC | 131 | $21.2M | $911K |
| 5 | MOULTON LOGISTICS MANAGEMENT MOULTON LOGISTICS MANAGEMENT | VAN NUYS CA | 143 | $5.1M | $877K |
| 6 | VIRGINIA PHYSICIANS FOR WOMEN, LTD. VIRGINIA PHYSICIANS FOR WOMEN, LTD. 401(K) PROFIT SHARING PLAN | RICHMOND VA | 259 | $49.6M | $781K |
| 7 | THE RITEDOSE CORPORATION THE RITEDOSE CORPORATION 401(K) PLAN | COLUMBIA SC | 544 | $52.8M | $698K |
| 8 | INTERROLL CORPORATION INTERROLL CORPORATION EMPLOYEES' SAVINGS AND RETIREMENT PLAN | WILMINGTON NC | 294 | $16.6M | $363K |
| 9 | TENNESSEE INDEPENDENT COLLEGES AND UNIVERSITIES ASSOCIATION, INC. TICUA 403(B) DEFINED CONTRIBUTION PLAN | NASHVILLE TN | 1,238 | $150.3M | $346K |
| 10 | OCEAN LAKES SERVICE CORPORATION OCEAN LAKES SERVICE CORPORATION EMPLOYEE 401(K) SAVINGS PLAN | MYRTLE BEACH SC | 170 | $17.4M | $303K |
