Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Mgmt. Trust Co. Loomis Small Cap Growth in their Schedule of Assets, totaling $10.2M 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 | COMMUNITY MEMORIAL HEALTH SYSTEM COMMUNITY MEMORIAL HEALTH SYSTEM 403(B) PLAN | VENTURA CA | 3,366 | $453.8M | $10.2M |
