Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Empower Trust Company Loomis Sayles Small Cap Growth N in their Schedule of Assets, totaling $12.9M 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 | BURR & FORMAN LLP BURR & FORMAN LLP PROFIT SHARING PLAN | BIRMINGHAM AL | 604 | $399.4M | $12.8M |
| 2 | BURR & FORMAN LLP BURR & FORMAN LLP EMPLOYEES' 401(K) PLAN | BIRMINGHAM AL | 97 | $5.7M | $88K |
