WASATCH GLOBAL INVESTORS
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
7
Active participants
41,935
Total plan assets
$24.4B
Filings (rows)
7
Direct comp
$1.1M
Indirect comp
$41K
SERVICES PROVIDED
Other6
Advisor / Consultant1
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| WASATCH CORE GROWTH CIT A | 1 |
Top plans served
All 7 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PFIZER INC MASTER TRUST BETWEEN PFIZER INC AND THE NORTHERN TRUST COMPANY | NEW YORK, NY | Other INV. MGMT | — | $9.8B | $521K |
| WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | MINNEAPOLIS, MN | Other NONE | 40,642 | $8.3B | $87K |
| UPMC UPMC MASTER TRUST | PITTSBURGH, PA | Other INVESTMENT MGR | — | $2.8B | $187K |
| UPMC UPMC MASTER TRUST | PITTSBURGH, PA | Advisor / Consultant INVESTMENT MANAGER | — | $2.6B | $95K |
| TEGNA INC. TEGNA RETIREMENT PLAN | TYSONS, VA | Other NONE | 729 | $385.0M | $17K |
| BOARD OF TRUSTEES TEAMSTER AFFILIATES PENSION PLAN TEAMSTER AFFILIATES PENSION PLAN | WASHINGTON, DC | Other NONE | 282 | $250.1M | $121K |
| BOARD OF TRUSTEES TEAMSTER AFFILIATES PENSION PLAN TEAMSTER AFFILIATES PENSION PLAN | WASHINGTON, DC | Other NONE | 282 | $234.1M | $117K |