Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Wasatch Wasatch Core Growth Institutional - in their Schedule of Assets, totaling $706K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EPI PRINTERS, INC. EPI PRINTERS, INC. 401(K) PLAN | BATTLE CREEK MI | 458 | $16.3M | $451K |
| 2 | ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN | ROCKVILLE MD | 187 | $37.6M | $202K |
| 3 | UNITEK ACQUISITION, INC. UNITEK EMPLOYEES RETIREMENT SAVINGS PLAN |
KING OF PRUSSIA PA |
| 507 |
| $14.9M |
| $34K |
| 4 | MILESTONE SENIOR SERVICES, INC. MILESTONE SENIOR SERVICES 403(B) RETIREMENT SAVINGS PLAN | KALAMAZOO MI | 150 | $5.8M | $17K |
| 5 | STEVEN LABEL LLC STEVEN LABEL 401K PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 204 | $12.1M | $2K |
