Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding WCM Investment Management WCM Focused International Growth Fund in their Schedule of Assets, totaling $3.8M 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 | SARTORI COMPANY SARTORI COMPANY RETIREMENT SAVINGS PLAN | PLYMOUTH WI | 661 | $40.7M | $2.3M |
| 2 | TRANSERVICE LOGISTICS, INC. TRANSERVICE RETIREMENT PLAN | LAKE SUCESS NY | 314 | $11.3M | $905K |
| 3 | PACIFIC REALTY ASSOCIATES, L.P. PACIFIC REALTY ASSOCIATES, L.P. RETIREMENT PLAN & TRUST |
PORTLAND OR |
| 117 |
| $50.4M |
| $582K |
| 4 | TRANSERVICE LOGISTICS, INC. TRANSERVICE RETIREMENT PLAN FOR NON-UNION EMPLOYEES | NEW HYDE PARK NC | 368 | $27.9M | $45K |
