Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Wasatch in their Schedule of Assets, totaling $1.9M 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 | TAMARACK MANAGEMENT INC. TAMARACK MANAGEMENT INC. PENSION PLAN | MISSOULA MT | 139 | $10.8M | $781K |
| 2 | MERSEN USA HOLDING CORP. RETIREMENT PLAN FOR SALARIED EMPLOYEES OF MERSEN USA | BOONTON NJ | 70 | $49.9M | $724K |
| 3 | AMERICAN FRIENDS OF THE HEBREW UNIVERSITY, INC. |
NEW YORK NY |
| 50 |
| $28.0M |
| $300K |
| 4 | SKIRBALL CULTURAL CENTER SKIRBALL CULTURAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 260 | $12.7M | $53K |
| 5 | SMART WAREHOUSING, LLC SMART WAREHOUSING, LLC 401(K) PLAN | OVERLAND PARK KS | 480 | $12.0M | $20K |
| 6 | CHAMPIONS GROUP CHAMPIONS GROUP 401(K) SAFE HARBOR PLAN | BREA CA | 640 | $16.8M | $6K |
| 7 | PW COMPANIES, LLC RETIREMENT INCOME SECURITY PLAN-PW COMPANIES, LLC | SANDY UT | 95 | $9.4M | $4K |
| 8 | FAITH IN ACTION NETWORK FAITH IN ACTION NETWORK 401(K) PLAN | OAKLAND CA | 28 | $7.5M | $3 |
