Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Nationwide Loomis All-Cap Growth - in their Schedule of Assets, totaling $661K 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 | VNA HEALTH SYSTEM VNA HEALTH SYSTEM 403(B) PLAN | SHAMOKIN PA | 96 | $8.6M | $237K |
| 2 | SPORT CHEVROLET COMPANY LLC SPORT CHEVROLET HONDA 401(K) PLAN | SILVER SPRING MD | 181 | $17.1M | $211K |
| 3 | JP LAMBORN CO., INC J.P. LAMBORN CO. 401(K) PROFIT SHARING PLAN |
FRESNO CA |
| 176 |
| $11.2M |
| $132K |
| 4 | ROTTINGHAUS COMPANY, INC. ROTTINGHAUS COMPANY 401(K) SAVINGS PLAN | LACROSSE WI | 687 | $23.7M | $47K |
| 5 | GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA, INC. GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA, INC. 403(B) THRIFT PLAN | LOS ANGELES CA | 2,794 | $17.8M | $34K |
