Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Wasatch – Core Growth Mutual Fund in their Schedule of Assets, totaling $17.3M 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 | THE MEDICAL COLLEGE OF WISCONSIN, INC. THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN | MILWAUKEE WI | 6,844 | $2.6B | $15.9M |
| 2 | BOLTON PARTNERS, INC. BOLTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | TOWSON MD | 126 | $55.2M | $908K |
| 3 | KANSAS UNIVERSITY ENDOWMENT ASSOCIATION |
LAWRENCE KS |
| 182 |
| $32.7M |
| $252K |
| 4 | THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN | BALTIMORE MD | 679 | $63.3M | $105K |
| 5 | TRADERS GENERAL AGENCY, INC. TRADERS GENERAL AGENCY, INC. 401(K) PROFIT SHARING PLAN | KANSAS CITY MO | 154 | $6.0M | $78K |
| 6 | REDISCOVER REDISCOVER RETIREMENT PLAN | LEES SUMMIT MO | 830 | $27.6M | $26K |
| 7 | NURSING & THERAPY SERVICES OF COLORADO, INC. NTSOC 403(B) RETIREMENT PLAN | COLORADO SPRINGS CO | 273 | $5.2M | $12K |
