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 R Mutual Fund in their Schedule of Assets, totaling $2.5M 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 | NN, INC. NN, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 989 | $127.0M | $1.7M |
| 2 | O & G INDUSTRIES, INC. O&G INDUSTRIES, INC. 401(K) SALARY REDUCTION PLAN & TRUST | TORRINGTON CT | 355 | $51.8M | $723K |
| 3 | R.H. PETERSON CO. R.H. PETERSON CO. 401(K) RETIREMENT PLAN |
CITY OF INDUSTRY CA |
| 198 |
| $21.2M |
| $140K |
