Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Wasatch Core Growth Instl . - in their Schedule of Assets, totaling $5.2M 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 | STITES & HARBISON STITES & HARBISON, PLLC RESTATED SECURITY PLAN I | LOUISVILLE KY | 323 | $183.6M | $5.2M |
| 2 | INDUSTRIAL MANUFACTURING AND PROFESSIONAL COMMERCIAL TRUST INDUSTRIAL MANUFACTURING PROFESSIONAL AND COMMERCIAL TRUST | LEXINGTON KY | 4,983 | $9.3M | $3K |