Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Wasatch Small Cap Growth Fund # in their Schedule of Assets, totaling $12.1M 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 | BERGSTROM CORPORATION, INC. BERGSTROM CORPORATION 401(K) PLAN | NEENAH WI | 2,227 | $105.9M | $3.7M |
| 2 | NEB CORPORATION NATIONAL EXCHANGE BANK AND TRUST EMPLOYEES' TAX SAVINGS PLAN | FOND DU LAC WI | 373 | $87.6M | $3.2M |
| 3 | SKYWARD, INC. SKYWARD, INC. 401(K) PLAN |
STEVENS POINT WI |
| 718 |
| $106.5M |
| $1.7M |
| 4 | METALCRAFT OF MAYVILLE, INC. METALCRAFT OF MAYVILLE INDIVIDUALS BARGAINING 401(K) PLAN | MAYVILLE WI | 272 | $36.4M | $1.3M |
| 5 | POWER TEST, LLC POWER TEST, LLC 401(K) RETIREMENT SAVINGS PLAN | SUSSEX WI | 130 | $16.2M | $506K |
| 6 | WELLNESS PET LLC THE WELLNESS PET COMPANY EMPLOYEE 401(K) PLAN | BURLINGTON MA | 349 | $34.5M | $395K |
| 7 | MCLAREN HEALTH CARE CORP. MCLAREN EMPLOYEES' 401(K) RETIREMENT PLAN | GRAND BLANC MI | 754 | $54.3M | $386K |
| 8 | AGRACE HOSPICECARE AGRACE HOSPICECARE EMPLOYEE RETIREMENT PLAN | MADISON WI | 872 | $41.6M | $209K |
| 9 | AGRACE HEALTH AGRACE HEALTH EMPLOYEE RETIREMENT PLAN | MADISON WI | 875 | $47.7M | $202K |
| 10 | WILLMAN INDUSTRIES, INC. RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. | CEDAR GROVE WI | 19 | $4.2M | $195K |
