Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Wasatch Core Growth Institutional Mutual fund in their Schedule of Assets, totaling $13.2M 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 | COOK INLET REGION, INC. COOK INLET REGION 401(K) RETIREMENT PLAN | ANCHORAGE AK | 5,327 | $589.4M | $6.3M |
| 2 | GENERAL SHALE BRICK, INC. THE GENERAL SHALE 401(K) PLAN | JOHNSON CITY TN | 643 | $138.9M | $2.3M |
| 3 | KSM BUSINESS SERVICES, INC. KSM BUSINESS SERVICES, INC. 401(K) PLAN |
INDIANAPOLIS IN |
| 728 |
| $105.5M |
| $2.0M |
| 4 | D & D GEAR, INC. D & D GEAR, INC. 401(K) PROFIT SHARING PLAN | ANAHEIM CA | 238 | $30.6M | $510K |
| 5 | MAHLUM ARCHITECTS, INC. MAHLUM ARCHITECTS, INC. RETIREMENT PLAN | SEATTLE WA | 84 | $29.3M | $486K |
| 6 | CITIZENS & FARMERS BANK SBA CASH BALANCE PENSION PLAN FOR CITIZENS & FARMERS BANK | WEST POINT VA | 237 | $21.2M | $479K |
| 7 | JOSEPH P. CARRARA & SONS, INC. JOSEPH P. CARRARA & SONS, INC. 401(K) AND PROFIT SHARING PLAN | NORTH CLARENDON VT | 103 | $20.2M | $382K |
| 8 | GENERAL SHALE BRICK, INC. GENERAL SHALE SMART SAVINGS 401(K) PLAN | JOHNSON CITY TN | 1,523 | $41.5M | $319K |
| 9 | NEUROLOGICAL ASSOCIATES OF TUCSON, P.C. NEUROLOGICAL ASSOCIATES OF TUCSON RETIREMENT PLAN | TUCSON AZ | 120 | $27.0M | $230K |
| 10 | HIBBETT, INC. HIBBETT, INC. 401(K) PROFIT SHARING PLAN | BIRMINGHAM AL | 24,562 | $59.0M | $164K |
