Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Loomis Small Cap Growth N in their Schedule of Assets, totaling $7.3M 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 | SWAGELOK COMPANY SWAGELOK RETIREMENT SAVINGS PLAN | SOLON OH | 4,408 | $2.9B | $4.1M |
| 2 | MILLER & MARTIN PLLC MILLER & MARTIN PROFIT SHARING PLAN | CHATTANOOGA TN | 176 | $138.2M | $1.6M |
| 3 | THE CONTAINER STORE INC. THE CONTAINER STORE, INC. 401(K) PLAN |
COPPELL TX |
| 3,776 |
| $144.2M |
| $561K |
| 4 | SYNCHRONOSS TECHNOLOGIES, INC. SYNCHRONOSS TECHNOLOGIES, INC. 401(K) PLAN | BRIDGEWATER NJ | 253 | $95.9M | $432K |
| 5 | JOHN H. CARTER CO., INC. JOHN H. CARTER CO., INC. 401(K) PROFIT SHARING PLAN | BATON ROUGE LA | 803 | $45.1M | $418K |
| 6 | SHEPPARD PRATT HEALTH SYSTEM SHEPPARD PRATT HEALTH SYSTEM 403(B) RETIREMENT PLAN | BALTIMORE MD | 4,161 | $127.8M | $92K |
| 7 | INDIAN HEAD INDUSTRIES, INC. INDIAN HEAD INDUSTRIES, INC. 401(K) PLAN | CHARLOTTE NC | 125 | $14.4M | $29K |
