Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding LOOMIS SM CP GRTH N Registered Investment Company in their Schedule of Assets, totaling $30.3M 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 | NAVIENT CORPORATION NAVIENT 401(K) SAVINGS PLAN | WILMINGTON DE | 1,698 | $694.0M | $21.3M |
| 2 | NORTHEASTERN UNIVERSITY NORTHEASTERN UNIVERSITY RETIREMENT PLAN | BOSTON MA | 9,197 | $2.6B | $8.5M |
| 3 | VARNUM LLP VARNUM LLP MASTER TRUST |
| — |
| $206.4M |
| $453K |
