Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Wasatch Ultra Growth in their Schedule of Assets, totaling $3.5M 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 | $3.0M |
| 2 | FMR LLC FIDELITY RETIREMENT SAVINGS PLAN | BOSTON MA | 68,838 | $34.2B | $402K |
| 3 | OAHU PUBLICATIONS, INC. OAHU PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN |
HONOLULU HI |
| 131 |
| $30.4M |
| $75K |