Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Wasatch Core Growth Instl Wasatch 0 in their Schedule of Assets, totaling $1.6M 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 | WASATCH PEDIATRICS, INC. WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN | WEST JORDAN UT | 189 | $68.8M | $1.0M |
| 2 | WEBB CHEMICAL SERVICE CORPORATION WEBB CHEMICAL SERVICE CORPORATION 401(K) & RETIREMENT PLAN | MUSKEGON MI | 146 | $12.9M | $380K |
| 3 | KOONTZ BRYANT JOHNSON WILLIAMS, INC. |
RICHMOND VA |
| 126 |
| $7.4M |
| $105K |
| 4 | TRIDENT CONSTRUCTION RESOURCE MANAGEMENT, LLC TRIDENT CONSTRUCTION RESOURCE MANAGEMENT PROFIT SHARING PLAN | CHARLESTON SC | 114 | $14.9M | $89K |