Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding LOOMIS SM CP GRTH IS in their Schedule of Assets, totaling $23.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EMORY UNIVERSITY DIVISION OF HUMAN RESOURCES EMORY UNIVERSITY RETIREMENT PLAN | ATLANTA GA | 21,409 | $5.5B | $7.9M |
| 2 | EMORY HEALTHCARE, INC. EMORY HEALTHCARE, INC. RETIREMENT SAVINGS AND MATCHING PLAN | ATLANTA GA | 35,518 | $2.8B | $6.3M |
| 3 | MATSON, INC. MATSON, INC. MASTER TRUST |
WALNUT CREEK CA |
| — |
| $392.5M |
| $3.9M |
| 4 | THE EMORY CLINIC, INC. THE EMORY CLINIC, INC. RETIREMENT SAVINGS PLAN | ATLANTA GA | 2,350 | $1.0B | $3.2M |
| 5 | MOSS & ASSOCIATES, LLC MOSS & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | FT LAUDERDALE FL | 1,852 | $191.2M | $1.7M |
| 6 | THIRTY-ONE GIFTS, LLC THIRTY-ONE GIFTS 401(K) PLAN | MEDINA OH | 115 | $12.1M | $252K |
