Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding WCM Focused International Growth Fund Institutional Class in their Schedule of Assets, totaling $6.3M 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 | EMBRY-RIDDLE AERONAUTICAL UNIVERSITY EMBRY-RIDDLE AERONAUTICAL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | DAYTONA BEACH FL | 4,106 | $641.1M | $4.5M |
| 2 | ULTRA CLEAN TECHNOLOGY SYSTEMS AND SERVICE, INC. UCT RETIREMENT SAVINGS PLAN | HAYWARD CA | 1,772 | $147.0M | $781K |
| 3 | MONDI U.S. HOLDINGS LLC |
ROMEOVILLE IL |
| 1,167 |
| $133.9M |
| $474K |
| 4 | HBPO NORTH AMERICA, INC. HBPO NORTH AMERICA, INC. 401(K) PLAN | TROY MI | 192 | $8.6M | $463K |