Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Loomis Loomis Small Cap Growth N/R in their Schedule of Assets, totaling $9.4M 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 | GEISINGER SYSTEM SERVICES GEISINGER SYSTEM SERVICES 401K SAVINGS PLAN | DANVILLE PA | 24,845 | $3.0B | $9.4M |