Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Wasatch Small Cap Growth Fund Registered Investment Company in their Schedule of Assets, totaling $6.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MORNINGSTAR, INC. MORNINGSTAR, INC. 401(K) PLAN | CHICAGO IL | 3,334 | $1.0B | $6.5M |
| 2 | HALQUIST STONE COMPANY, INC. HALQUIST STONE COMPANY, INC. 401(K) PROFIT SHARING PLAN | SUSSEX WI | 245 | $32.1M | $58K |
