Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding LOOMIS SAYLE SMALL CAP GRTH N Registered Investment Company in their Schedule of Assets, totaling $30.7M 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 | ELECTRONIC ARTS INC. ELECTRONIC ARTS INC. 401(K) PLAN | REDWOOD CITY CA | 4,870 | $1.3B | $16.3M |
| 2 | GOJO INDUSTRIES, INC. GOJO RETIREMENT SAVINGS PLAN | AKRON OH | 1,646 | $244.7M | $4.1M |
| 3 | SECURITY FINANCE CORPORATION OF SPARTANBURG SECURITY 401(K) PROFIT-SHARING AND SAVINGS PLAN |
SPARTANBURG SC |
| 1,699 |
| $113.7M |
| $3.8M |
| 4 | COGENTRIX ENERGY POWER MANAGEMENT, LLC COGENTRIX RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 338 | $143.5M | $1.8M |
| 5 | METROLINA NEPHROLOGY ASSOCIATES, P.A. METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN | CHARLOTTE NC | 220 | $60.0M | $1.7M |
| 6 | ROOSEVELT PAPER COMPANY ROOSEVELT PAPER COMPANY 401(K) RETIREMENT SAVINGS PLAN | MT. LAUREL NJ | 257 | $51.9M | $1.6M |
| 7 | THE SMITHERS GROUP, INC. THE SMITHERS GROUP 401(K) RETIREMENT SAVINGS PLAN | AKRON OH | 417 | $60.6M | $1.1M |
| 8 | NATIONAL ASSOCIATION OF BROADCASTERS NATIONAL ASSOCIATION OF BROADCASTERS 401(K) THRIFT & SAVINGS PLAN | WASHINGTON DC | 113 | $53.2M | $359K |
| 9 | FC&S INSURANCE AGENCY FC&S INSURANCE AGENCY 401(K) RETIREMENT PLAN | HOUSTON TX | 31 | $12.8M | $59K |
