Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Loomis Loomis Sayles Small Cap Growth N in their Schedule of Assets, totaling $22.5M 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 | PROHEALTH CARE, INC. PROHEALTH RETIREMENT SAVINGS PLAN | WAUKESHA WI | 4,518 | $635.2M | $17.0M |
| 2 | LONG IRON SERVICES, LLC HENIFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN | OAK BROOK IL | 1,587 | $102.2M | $4.0M |
| 3 | KINECTA FEDERAL CREDIT UNION KINECTA FEDERAL CREDIT UNION 401(K) AND PROFIT SHARING PLAN |
MANHATTAN BEACH CA |
| 690 |
| $136.1M |
| $1.2M |
| 4 | 48FORTY SOLUTIONS, LLC 48FORTY SOLUTIONS 401(K) PLAN | HOUSTON TX | 4,694 | $53.8M | $256K |
| 5 | PZENA INVESTMENT MANAGEMENT, LLC PZENA INVESTMENT MANAGEMENT, LLC 401(K) PLAN | NEW YORK NY | 142 | $51.6M | $1K |
