Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Loomis Sayles Growth Fund in their Schedule of Assets, totaling $203.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LOOMIS, SAYLES & COMPANY, L.P. LOOMIS, SAYLES & COMPANY, L.P. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | BOSTON MA | 776 | $647.5M | $128.6M |
| 2 | ALTEC INDUSTRIES, INC. ALTEC, INC. RETIREMENT SAVINGS PLAN | BIRMINGHAM AL | 10,685 | $986.4M | $73.9M |
| 3 | BRISTOL BAY AREA HEALTH CORPORATION |
DILLINGHAM AK |
| 377 |
| $62.6M |
| $1.1M |