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 in their Schedule of Assets, totaling $1.1M 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 | SECU CREDIT UNION SECU/S3 401(K) RETIREMENT PLAN | LINTHICUM MD | 1,250 | $116.8M | $913K |
| 2 | HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER UT | — | $649.1M | $147K |
| 3 | BURNIPS EQUIPMENT COMPANY BURNIPS EQUIPMENT COMPANY 401(K) PLAN |
DORR MI |
| 157 |
| $7.3M |
| $17K |
