Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Wasatch Smcp Val Inv in their Schedule of Assets, totaling $8.1M 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 | WASATCH ADVISORS, LP WASATCH ADVISORS, LP DEFERRED PROFIT SHARING PLAN AND TRUST | SALT LAKE CITY UT | 97 | $120.1M | $8.0M |
| 2 | CHAMPION TECHNOLOGY SERVICES, INC. CHAMPION TECHNOLOGY SERVICES, INC. 401(K) PLAN | BATON ROUGE LA | 147 | $19.8M | $40K |
