Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding WCM Focused International Growth Instl Mutual Funds 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHEPHERD INSURANCE, LLC SHEPHERD INSURANCE, LLC 401(K) PLAN | CARMEL IN | 532 | $55.7M | $1.3M |
| 2 | RYAN FIREPROTECTION, INC. R.F.I. 401(K) PLAN | NOBLESVILLE IN | 213 | $24.4M | $373K |
| 3 | MAGNESITA REFRACTORIES COMPANY PENSION PLAN FOR EMPLOYEES OF MAGNESITA REFRACTORIES COMPANY |
YORK PA |
| 77 |
| $71.3M |
| $191K |
