Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Loomis Sayles Loomis Sayles Small Cap Growth in their Schedule of Assets, totaling $6.9M 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 | REGUS MANAGEMENT GROUP, LLC REGUS MANAGEMENT GROUP, LLC 401(K) SAVINGS PLAN | ADDISON TX | 2,561 | $130.6M | $3.9M |
| 2 | MCKIM & CREED, INC. MCKIM & CREED, INC. 401(K) PLAN | RALEIGH NC | 867 | $51.8M | $1.6M |
| 3 | TIDEWATER PHYSICIANS MULTISPECIALTY GROUP, P.C. TIDEWATER PHYSICIANS MULTISPECIALTY GROUP, P.C. 401(K) PLAN |
NEWPORT NEWS VA |
| 1,105 |
| $168.9M |
| $1.1M |
| 4 | VAN WERT COUNTY HOSPITAL ASSOCIATION VAN WERT COUNTY HOSPITAL - TAX DEFERRED 403(B) PLAN | VAN WERT OH | 281 | $14.4M | $194K |
| 5 | EPISCOPAL HIGH SCHOOL EPISCOPAL HIGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | ALEXANDRIA VA | 199 | $71.6M | $89K |
| 6 | NORTHWEST INDIANA LIGHTHOUSE CHARTER SCHOOL NORTHWEST INDIANA LIGHTHOUSE CHARTER SCHOOL 401(K) PLAN | GARY IN | 260 | $2.3M | $9K |
