Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Wasatch Wasatch Core Growth Fund in their Schedule of Assets, totaling $18.9M 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 | MID-ATLANTIC PERMANENTE MEDICAL GROUP, PC MID-ATLANTIC PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN | WASHINGTON DC | 2,167 | $1.1B | $17.8M |
| 2 | CABLE DAHMER CHEVROLET INC CABLE DAHMER CHEVROLET INC 401K PLAN | KANSAS CITY MO | 871 | $31.4M | $445K |
| 3 | PENHALL INTERNATIONAL CORPORATION |
IRVING TX |
| 866 |
| $43.3M |
| $390K |
| 4 | VOICE MEDIA GROUP, LLC VOICE MEDIA GROUP RETIREMENT SAVINGS PLAN | PHOENIX AZ | 267 | $25.9M | $135K |
| 5 | POLYJOHN ENTERPRISES, LLC POLYJOHN ENTERPRISES CORPORATION PROFIT SHARING PLAN | WHITING IN | 129 | $7.3M | $93K |
| 6 | OCEANS ACQUISITION, INC. OCEANS HEALTHCARE 401(K) PLAN | PLANO TX | 2,412 | $20.7M | $58K |
| 7 | CASPER'S ICE CREAM LLC RETIREMENT INCOME SECURITY PLAN-FATBOY ICE CREAM | RICHMOND UT | 224 | $8.3M | $1K |