Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Loomis Sm Cp Grth IS Registered Investment Company in their Schedule of Assets, totaling $8.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SLM CORPORATION SALLIE MAE 401(K) SAVINGS PLAN | NEWARK DE | 1,748 | $304.0M | $6.5M |
| 2 | WOLVERINE TRADING, LLC WOLVERINE EMPLOYEE SAVINGS & RETIREMENT PLAN | CHICAGO IL | 395 | $181.0M | $2.3M |
