Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Loomis Sayles Growth Y Mutual Fund in their Schedule of Assets, totaling $5.0M 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 | ADVISOR360 ADVISOR360 401(K) P/S PLAN | WESTON MA | 422 | $96.6M | $4.9M |
| 2 | CAUDILL SEED AND WAREHOUSE CO., INC CSC PROFIT SHARING & 401(K) PLAN | LOUISVILLE KY | 99 | $11.8M | $174K |
