Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding WCM WCM Focused International Growth Instl in their Schedule of Assets, totaling $2.8M 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 | W.T. WALKER GROUP, INC. W. T. WALKER GROUP, INC. 401(K) PERSONAL SAVINGS PLAN | MILWAUKEE WI | 341 | $52.5M | $2.4M |
| 2 | DIRECT DISTRIBUTORS, INC. DIRECT DISTRIBUTORS, INC. 401(K) PLAN | GARNER NC | 280 | $11.9M | $285K |
| 3 | COMMUNITY TRUST BANCORP INC COMMUNITY TRUST BANCORP INC SAVINGS PLAN |
PIKEVILLE KY |
| 937 |
| $84.4M |
| $95K |
| 4 | PEDIATRIC HOME RESPIRATORY SERVICES, LLC D/B/A PEDIATRIC HOME SERVICE PEDIATRIC HOME SERVICE EMPLOYEES SAVINGS PLAN | ROSEVILLE MN | 1,696 | $44.5M | $12K |
| 5 | COMMUNITY TRUST BANCORP INC COMMUNITY TRUST BANCORP INC EMPLOYEE STOCK OWNERSHIP PLAN | PIKEVILLE KY | 857 | $41.6M | $7K |