Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Loomis Sayles Loomis Sayles Small-Cap Growth Fund in their Schedule of Assets, totaling $24.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ASSA ABLOY INCORPORATED ASSA ABLOY INC. RETIREMENT SAVINGS PLAN | NEW HAVEN CT | 14,342 | $1.3B | $9.3M |
| 2 | ROBINS & MORTON THE ROBINS & MORTON RETIREMENT SAVINGS PLAN | BIRMINGHAM AL | 1,522 | $221.7M | $3.3M |
| 3 | LOOMIS, SAYLES & COMPANY, L.P. LOOMIS-SAYLES FUNDED PENSION PLAN |
BOSTON MA |
| 110 |
| $125.8M |
| $2.6M |
| 4 | THIRD FEDERAL SAVINGS AND LOAN ASSOCIATION OF CLEVELAND THIRD FEDERAL SAVINGS RETIREMENT PLAN | CLEVELAND OH | 205 | $77.1M | $1.9M |
| 5 | TEKNOR APEX COMPANY TEKNOR SAVINGS PLUS PLAN | PAWTUCKET RI | 1,681 | $273.4M | $1.5M |
| 6 | NEW BENEVIS, INC BENEVIS 401(K) RETIREMENT SAVINGS PLAN | ALTANTA GA | 2,441 | $79.1M | $1.4M |
| 7 | COLUMBIA FOREST PRODUCTS, INC COLUMBIA FOREST PRODUCTS, INC. EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN AND TRUST | GREENSBORO NC | 1,706 | $89.6M | $1.4M |
| 8 | UNIVERSITY OF NEW HAVEN UNIVERSITY OF NEW HAVEN RETIREMENT AND 403(B) SAVINGS PLAN | WEST HAVEN CT | 927 | $317.9M | $1.2M |
| 9 | AMERICAN CHEMISTRY COUNCIL, INC. AMERICAN CHEMISTRY COUNCIL INC. RETIREMENT SAVINGS PLAN | WASHINGTON DC | 272 | $150.7M | $1.2M |
| 10 | CS ENERGY, LLC CS ENERGY, LLC 401(K) RETIREMENT PLAN | EDISON NJ | 143 | $15.8M | $110K |
