Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Loomis Loomis Sayles Sml Cp Grw Instl in their Schedule of Assets, totaling $226K 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 | AUSTIN COLLEGE AUSTIN COLLEGE RETIREMENT PLAN | SHERMAN TX | 331 | $65.6M | $149K |
| 2 | AUSTIN COLLEGE AUSTIN COLLEGE TAX-DEFERRED ANNUITY PLAN | SHERMAN TX | 325 | $27.6M | $77K |
