Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Wasatch Small Cap Growth Fund Mutual fund in their Schedule of Assets, totaling $38.8M 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 | FEDERAL NATIONAL MORTGAGE ASSOCIATION FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES | WASHINGTON DC | 8,187 | $4.6B | $32.8M |
| 2 | 4IMPRINT, INC. 4IMPRINT, INC. 401(K) PLAN | OSHKOSH WI | 1,616 | $105.2M | $1.5M |
| 3 | MID-OHIO EMERGENCY SERVICES, LLC MID-OHIO EMERGENCY SERVICES, LLC 401(K) PLAN AND TRUST | COLUMBUS OH | 160 | $99.6M | $1.5M |
| 4 | CLSA AMERICAS, LLC CLSA AMERICAS, LLC 401(K) SAVINGS PLAN | NEW YORK NY | 54 | $31.8M | $1.4M |
| 5 | AMPHENOL CORPORATION SSI TECHNOLOGIES, LLC SAVINGS AND RETIREMENT PLAN | JANESVILLE WI | 271 | $42.2M | $686K |
| 6 | INTERTAPE POLYMER CORP. INTERTAPE POLYMER CORP. MENASHA UNION 401(K) PLAN | SARASOTA FL | 189 | $16.8M | $355K |
| 7 | SSMD VASCULAR SOLUTIONS, LLC MVS 401(K) RETIREMENT PLAN | COCKEYSVILLE MD | 173 | $20.9M | $238K |
| 8 | D & S MANUFACTURING, INC. D & S MANUFACTURING 401(K) PLAN | BLACK RIVER FALLS WI | 129 | $11.6M | $202K |
| 9 | GUY & O'NEILL, INC. SHARE IN OUR GROWTH 401(K) PLAN | FREDONIA WI | 284 | $8.4M | $135K |
