Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding NwLoomisAllcapGrR6 Mutual Fund Participant Directed in their Schedule of Assets, totaling $250K 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 | COMMUNITY ACTION COMMITTEE OF PIKE COUNTY, INC. COMMUNITY ACTION COMMITTEE OF PIKE COUNTY 403(B) PLAN | PIKETON OH | 317 | $7.6M | $165K |
| 2 | COMMUNITY ACTION COMMITTEE OF PIKE COUNTY, INC. COMMUNITY ACTION COMMITTEE OF PIKE COUNTY RETIREMENT PLAN | PIKETON OH | 273 | $4.8M | $85K |
