WASATCH ADVISORS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
34
Active participants
520,929
Total plan assets
$83.6B
Filings (rows)
34
Direct comp
$10.8M
Indirect comp
$112K
SERVICES PROVIDED
Other33
Advisor / Consultant1
Top plans served
All 34 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | SAN FRANCISCO, CA | Other NONE | 53,528 | $8.8B | $155K |
| WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | SAN FRANCISCO, CA | Other NONE | 46,875 | $8.8B | $145K |
| INTERNATIONAL PAPER COMPANY THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT | MEMPHIS, TN | Other NONE | — | $7.4B | $183K |
| INTERNATIONAL PAPER COMPANY THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT | MEMPHIS, TN | Other NONE | — | $7.2B | $243K |
| BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSION MOTION PICTURE INDUSTRY INDIVIDUAL ACCOUNT PLAN | STUDIO CITY, CA | Other NONE | 61,140 | $6.2B | $1.9M |
| BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSION MOTION PICTURE INDUSTRY PENSION PLAN | STUDIO CITY, CA | Other NONE | 61,464 | $5.9B | $1.4M |
| BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSION MOTION PICTURE INDUSTRY INDIVIDUAL ACCOUNT PLAN | STUDIO CITY, CA | Other NONE | 67,842 | $5.9B | $551K |
| BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSION MOTION PICTURE INDUSTRY INDIVIDUAL ACCOUNT PLAN | STUDIO CITY, CA | Other NONE | 71,071 | $5.6B | $887K |
| BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSION MOTION PICTURE INDUSTRY PENSION PLAN | STUDIO CITY, CA | Other NONE | 62,656 | $5.3B | $436K |
| BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSION MOTION PICTURE INDUSTRY PENSION PLAN | STUDIO CITY, CA | Other NONE | 68,019 | $4.9B | $769K |
| EMERSON ELECTRIC COMPANY EMERSON ELECTRIC CO RETIREMENT MASTER TRUST | SAINT LOUIS, MO | Other NONE | — | $3.8B | $229K |
| BASF CORPORATION BASF CORPORATION PENSION MASTER TRUST | FLORHAM PARK, NJ | Other INV MGMT | — | $2.2B | $663K |
| BASF CORPORATION BASF CORPORATION PENSION MASTER TRUST | FLORHAM PARK, NJ | Other INV MGMT | — | $2.1B | $509K |
| BASF CORPORATION BASF CORPORATION PENSION MASTER TRUST | FLORHAM PARK, NJ | Other INV MGMT | — | $1.9B | $501K |
| IDAHO POWER COMPANY RETIREMENT PLAN OF IDAHO POWER COMPANY | BOISE, ID | Other PARTY IN INTEREST | 2,144 | $971.3M | $403K |
| IDAHO POWER COMPANY RETIREMENT PLAN OF IDAHO POWER COMPANY | BOISE, ID | Other PARTY IN INTEREST | 2,113 | $937.8M | $340K |
| IDAHO POWER COMPANY RETIREMENT PLAN OF IDAHO POWER COMPANY | BOISE, ID | Other PARTY IN INTEREST | 2,075 | $887.9M | $339K |
| INTERNATIONAL PAPER COMPANY INTERNATIONAL PAPER CO RET ACCT - NON US DEVELOPED EQUITY | MEMPHIS, TN | Other NONE | — | $833.6M | $117K |
| INTERNATIONAL PAPER COMPANY INTERNATIONAL PAPER CO RET ACCT - NON US DEVELOPED EQUITY | MEMPHIS, TN | Other NONE | — | $719.1M | $122K |
| GIRL SCOUTS OF THE USA NATIONAL GIRL SCOUT COUNCIL RETIREMENT PLAN | NEW YORK, NY | Other NONE | 1,066 | $439.1M | $52K |
| GIRL SCOUTS OF THE USA NATIONAL GIRL SCOUT COUNCIL RETIREMENT PLAN | NEW YORK, NY | Other NONE | 987 | $430.1M | $60K |
| GIRL SCOUTS OF THE USA NATIONAL GIRL SCOUT COUNCIL RETIREMENT PLAN | NEW YORK, NY | Other NONE | 1,166 | $411.8M | $60K |
| STURDY MEMORIAL HOSPITAL INC STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN | ATTLEBORO, MA | Other NONE | 1,406 | $387.3M | $88K |
| STURDY MEMORIAL HOSPITAL INC STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN | ATTLEBORO, MA | Other NONE | 1,401 | $349.3M | $273K |
| TIDALHEALTH, INC. TIDALHEALTH PENSION PLAN | SALISBURY, MD | Other INVESTMENT MGMT | 4,926 | $163.4M | $102K |
| TIDALHEALTH, INC. TIDALHEALTH PENSION PLAN | SALISBURY, MD | Other INVESTMENT MGMT | 4,540 | $158.3M | $107K |
| TRUSTEES - IRON WORKERS MID-SOUTH PENSION FUND IRON WORKERS MID-SOUTH PENSION FUND | SUGAR LAND, TX | Other NONE | 679 | $156.3M | $0 |
| TIDALHEALTH, INC. TIDALHEALTH PENSION PLAN | SALISBURY, MD | Other NONE | 4,398 | $148.8M | $87K |
| TRUSTEES - IRON WORKERS MID-SOUTH PENSION FUND IRON WORKERS MID-SOUTH PENSION FUND | SUGAR LAND, TX | Other NONE | 776 | $142.1M | $0 |
| MID-SOUTH TRANSPORTATION MANAGEMENT, INC. MTM/MATA EMPLOYEE BENEFITS PLAN | MEMPHIS, TN | Other FIDUCIARY | 145 | $113.7M | $52K |
| MID-SOUTH TRANSPORTATION MANAGEMENT, INC. MTM/MATA EMPLOYEE BENEFITS PLAN | MEMPHIS, TN | Advisor / Consultant ADVISOR | 176 | $104.5M | $55K |
| GIRL SCOUTS OF THE USA GIRL SCOUTS OF THE USA RETIREMENT PLAN | NEW YORK, NY | Other NONE | 35 | $86.0M | $7K |
| GIRL SCOUTS OF THE USA GIRL SCOUTS OF THE USA RETIREMENT PLAN | NEW YORK, NY | Other NONE | 39 | $84.9M | $9K |
| DOREL JUVENILE GROUP, INC. DOREL JUVENILE GROUP, INC. PENSION PLAN FOR BARGAINING UNIT EMPLOYEES | COLUMBUS, IN | Other INVESTMENT PROVIDER | 262 | $31.1M | $0 |