Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding WASATCH ULTRA GROWTH INV in their Schedule of Assets, totaling $507K 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 | VISUAL LEASE, LLC VISUAL LEASE, LLC 401(K) PLAN | WOODBRIDGE NJ | 7 | $19.6M | $323K |
| 2 | AMG VANADIUM LLC AMG VANADIUM LLC 401(K) AND PROFIT SHARING PLAN | WAYNE PA | 148 | $13.3M | $139K |
| 3 | AMERICAN MINE RESEARCH AMR-PEMCO, ERM, CMS 401(K) PLAN |
ROCKY GAP VA |
| 258 |
| $16.2M |
| $45K |