Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Wasatch Core Growth Inst Fund in their Schedule of Assets, totaling $2.1M 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 | HABITAT FOR HUMANITY INTERNATIONAL, INC. HABITAT FOR HUMANITY 403(B) PLAN | AMERICUS GA | 653 | $94.1M | $2.0M |
| 2 | CHILDREN'S MIRACLE NETWORK CHILDREN'S MIRACLE NETWORK 403(B) PLAN | SALT LAKE CITY UT | 183 | $53.3M | $85K |
| 3 | J & H OIL COMPANY J & H OIL COMPANY EMPLOYEES' RETIREMENT PLAN |
WYOMING MI |
| 754 |
| $12.6M |
| $548 |