Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Loomis Sayles & Company, L.P. Loomis Sayles Small Cap Growth Fund N in their Schedule of Assets, totaling $109K 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 | PLUMB HOUSE, INC. PLUMB HOUSE, INC. 401(K) RETIREMENT PLAN | MILFORD MA | 142 | $16.8M | $109K |
