Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Wasatch Small Cap Growth Fund N/R in their Schedule of Assets, totaling $5.1M 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 | AIR WISCONSIN AIRLINES LLC AIR WISCONSIN AIRLINES SAVINGS PLAN | APPLETON WI | 293 | $59.1M | $1.8M |
| 2 | HOLIDAY AUTO MIKE SHANNON AUTOMOTIVE INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN | FOND DU LAC WI | 245 | $20.3M | $1.3M |
| 3 | OMEGA ENTERPRISES, INC. AND SUBSIDIARIES |
KAUKAUNA WI |
| 164 |
| $46.7M |
| $937K |
| 4 | KAYSUN CORPORATION KAYSUN CORPORATION 401(K) PROFIT SHARING PLAN | MANITOWOC WI | 205 | $14.5M | $489K |
| 5 | AIR WISCONSIN AIRLINES LLC RETIREMENT PLAN FOR FLIGHT ATTENDANTS IN THE SERVICE OF AIR WISCONSIN AIRLINES | APPLETON WI | 111 | $12.3M | $242K |
| 6 | AIR WISCONSIN AIRLINES LLC IAMAW LOCAL NO. 2575 - AIR WISCONSIN AIRLINES RETIREMENT PLAN AND TRUST | APPLETON WI | 148 | $25.5M | $208K |
| 7 | PORT CITY BAKERY, INC. PORT CITY BAKERY, INC. RETIREMENT PLAN | GREEN BAY WI | 414 | $20.8M | $111K |
| 8 | SEMEX USA, INC. SEMEX USA, INC. EMPLOYEES 401(K) PLAN | MADISON WI | 139 | $10.4M | $9K |