Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding WCM Focused International Growth Instl Mutual fund in their Schedule of Assets, totaling $9.2M 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 | J.F. AHERN CO. J.F. AHERN CO. PROFIT SHARING AND 401(K) PLAN | FOND DU LAC WI | 738 | $120.3M | $3.5M |
| 2 | SCS CAPITAL MANAGEMENT, LLC SCS CAPITAL MANAGEMENT 401(K) PLAN | BOSTON MA | 140 | $33.7M | $2.2M |
| 3 | HARRIS GROUP INC. HARRIS GROUP DEFERRED INCOME PLAN AND TRUST |
SEATTLE WA |
| 86 |
| $28.4M |
| $1.1M |
| 4 | KENT WATER SPORTS HOLDINGS, LLC KENT WATER SPORTS HOLDINGS, LLC EMPLOYEES' 401(K) PLAN | NEW LONDON OH | 361 | $14.0M | $682K |
| 5 | GREATER BOSTON LEGAL SERVICES, INC. GREATER BOSTON LEGAL SERVICES PENSION PLAN | BOSTON MA | 184 | $30.5M | $645K |
| 6 | TRIPLE HS, INCORPORATED H.T. HARVEY & ASSOCIATES 401(K) PLAN | LOS GATOS CA | 88 | $27.5M | $616K |
| 7 | MARGARET MARY COMMUNITY HOSPITAL MARGARET MARY HEALTH RETIREMENT PLAN | BATESVILLE IN | 653 | $17.0M | $273K |
| 8 | M. SIMON ZOOK CO. M. SIMON ZOOK 401(K) PROFIT SHARING PLAN | HONEYBROOK PA | 179 | $8.3M | $109K |
| 9 | YUSHIRO MANUFACTURING AMERICA, INC. YUSHIRO / QUALICHEM 401(K) PLAN | SHELBYVILLE IN | 157 | $15.4M | $65K |
