Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Wasatch Wasatch Core Growth CIT A in their Schedule of Assets, totaling $5.9M 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 | PRIMERICA, INC. PRIMERICA SAVINGS & INVESTMENT PLAN | DULUTH GA | 2,054 | $336.2M | $5.3M |
| 2 | SMITH SCHAFER & ASSOCIATES, LTD. SMITH SCHAFER AND ASSOCIATES, LTD. 401(K) PLAN AND TRUST | MINNEAPOLIS MN | 110 | $30.1M | $447K |
| 3 | MIGHTYHIVE INC. S4 CAPITAL 401(K) PLAN |
SAN FRANCISCO CA |
| 1,788 |
| $159.8M |
| $177K |
