Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding WCM Focused Intl Growth Inst. in their Schedule of Assets, totaling $25.2M 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 | THE TRUSTEES OF SHEET METAL WORKERS' LOCAL UNION NO 80 ANNUITY SHEET METAL WORKERS LOCAL UNION NO. 80 ANNUITY FUND | TROY MI | 1,676 | $129.5M | $20.7M |
| 2 | DIGI INTERNATIONAL, INC. DIGI INTERNATIONAL INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | HOPKINS MN | 644 | $143.1M | $4.1M |
| 3 | GLOBAL PLASTICS, INC. |
INDIANAPOLIS IN |
| 269 |
| $8.6M |
| $400K |
| 4 | C. HARPER CHEVROLET, INC. C. HARPER CHEVROLET, INC. 401(K) PROFIT SHARING PLAN | BELLE VERNON PA | 341 | $6.9M | $18K |
| 5 | ROSEWOOD CORPORATE INVESTMENTS, ROSEWOOD FAMILY OF COMPANIES 401(K) RETIREMENT PLAN | RALEIGH NC | 113 | $2.7M | $10K |
