Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding LOOMIS SM CP GRTH N Mutual fund - in their Schedule of Assets, totaling $12.1M 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 | TRAVELPORT INC. TRAVELPORT EMPLOYEE SAVINGS PLAN | ATLANTA GA | 727 | $420.6M | $7.1M |
| 2 | KEAN MILLER LLP KEAN MILLER LLP SELF EMPLOYED RETIREMENT PLAN AND TRUST | BATON ROUGE LA | 375 | $162.9M | $1.9M |
| 3 | AMERICAN SOFTWARE, INC. AMERICAN SOFTWARE, INC. 401(K)/PROFIT SHARING PLAN |
ATLANTA GA |
| 227 |
| $78.5M |
| $1.2M |
| 4 | CLEARSTEAD ADVISORS, LLC CLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN | CLEVELAND OH | 263 | $35.5M | $763K |
| 5 | ISLAND OPERATING COMPANY, INC. ISLAND OPERATING COMPANY, INC. PROFIT SHARING 401(K) PLAN | SCOTT LA | 825 | $44.6M | $686K |
| 6 | CAMERON MEMORIAL COMMUNITY HOSPITAL INC. CAMERON MEMORIAL COMMUNITY HOSPITAL INC EMPLOYEES' RETIREMENT PLAN | ANGOLA IN | 772 | $33.5M | $128K |
| 7 | WINPAK FILMS INC. WINPAK FILMS INC. 401(K) SAVINGS PLAN | SENOIA GA | 352 | $36.0M | $111K |
| 8 | USHG, LLC USHG 401(K) PLAN | NEW YORK NY | 2,531 | $27.7M | $79K |
| 9 | INDUSTRIAL DYNAMICS CO. LTD FILTEC 401(K) PLAN | TORRANCE CA | 82 | $14.2M | $23K |
| 10 | TN AMERICAS HOLDINGS INC. TN AMERICAS HOLDINGS INC. 401(K) RETIREMENT SAVINGS PLAN | CUMMING GA | 445 | $29.4M | $22K |
