Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Loomis Small Cap Growth Fund Mutual Fund -- in their Schedule of Assets, totaling $20.7M 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 | JOHNSON FINANCIAL GROUP, INC. JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN | RACINE WI | 893 | $278.6M | $9.9M |
| 2 | BRADY CORPORATION BRADY MATCHED 401(K) PLAN | MILWAUKEE WI | 1,688 | $342.4M | $6.4M |
| 3 | BRADY CORPORATION BRADY FUNDED RETIREMENT PLAN |
MILWAUKEE WI |
| 1,213 |
| $85.1M |
| $1.6M |
| 4 | SEMTECH CORPORATION SEMTECH CORPORATION RETIREMENT SAVINGS PLAN | CAMARILLO CA | 467 | $139.5M | $1.4M |
| 5 | ZS ASSOCIATES, INC. ZS ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | EVANSTON IL | 2,902 | $658.5M | $680K |
| 6 | UNIVERSITY OF SOUTHERN CALIFORNIA KECK MEDICINE OF USC 401(K) RETIREMENT PLAN | LOS ANGELES CA | 5,635 | $186.1M | $333K |
| 7 | NEW COUNTRY MOTOR CAR GROUP, INC. NEW COUNTRY MOTOR CAR SALARY DEFERRAL 401(K) PLAN | SARATOGA SPRINGS NY | 1,137 | $83.9M | $251K |
| 8 | NORTHWEST TITLE LLC & AFFILIATED ENTITIES NEXTITLE & AFFILIATED ENTITIES 401(K) SAVINGS PLAN | BELLEVUE WA | 71 | $13.1M | $94K |
| 9 | WIELAND ROLLED PRODUCTS NORTH AMERICA BUFFALO, INC. WIELAND ROLLED PRODUCTS NORTH AMERICA BUFFALO, INC. 401(K) RETIREMENT PLAN | BUFFALO NY | 135 | $46.4M | $49K |
