Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Loomis Loomis Sayles Sm Cap Growth N in their Schedule of Assets, totaling $1.7M 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 | INSTITUTIONAL SHAREHOLDER SERVICES INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 752 | $190.8M | $1.3M |
| 2 | AMERICAN SOCIETY OF MECHANICAL ENGINEERS AMERICAN SOCIETY OF MECHANICAL ENGINEERS 401(K) PLAN | NEW YORK NY | 369 | $89.0M | $205K |
| 3 | AMERICAN HEALTH CARE |
LOS ANGELES CA |
| 1,139 |
| $41.2M |
| $189K |
| 4 | AMERICAN SOCIETY OF MECHANICAL ENGINEERS AMERICAN SOCIETY OF MECHANICAL ENGINEERS DC PENSION PLAN | NEW YORK NY | 96 | $5.2M | $9K |
