Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Loomis Sayles Loomis Sayles Small Cap Growth N - in their Schedule of Assets, totaling $22.1M 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 | ITT INDUSTRIES HOLDINGS, INC ITT RETIREMENT SAVINGS PLAN | STAMFORD CT | 2,698 | $581.1M | $6.5M |
| 2 | MEMORIAL HEALTH SYSTEM MEMORIAL HEALTH SYSTEM 403(B) PLAN | SPRINGFIELD IL | 1,388 | $133.9M | $6.0M |
| 3 | KNAUF INSULATION, INC. KNAUF INSULATION RETIREMENT PLAN |
SHELBYVILLE IN |
| 1,398 |
| $179.9M |
| $2.7M |
| 4 | THE URBAN INSTITUTE THE URBAN INSTITUTE RETIREMENT PLAN | WASHINGTON DC | 653 | $329.9M | $2.3M |
| 5 | GENERAL ATLANTIC SERVICE COMPANY, L.P. GENERAL ATLANTIC SERVICE COMPANY, L.P. RETIREMENT PLAN | NEW YORK NY | 420 | $128.2M | $1.3M |
| 6 | CASA COLINA, INC. CASA COLINA, INC. 403(B) RETIREMENT PLAN | POMONA CA | 1,112 | $54.6M | $899K |
| 7 | CONSERVATION INTERNATIONAL CONSERVATION INTERNATIONAL 403(B) SAVINGS PLAN | ARLINGTON VA | 432 | $133.2M | $892K |
| 8 | KNAUF INSULATION, INC. KNAUF 401(K) PLAN FOR UNION EMPLOYEES | SHELBYVILLE IN | 511 | $50.6M | $372K |
| 9 | KS INDUSTRIES, LP KS INDUSTRIES, LP 401(K) PLAN | BAKERSFIELD CA | 1,285 | $54.9M | $313K |
| 10 | ARGON MEDICAL DEVICES, INC. ARGON MEDICAL DEVICES, INC. 401K PLAN | PLANO TX | 832 | $58.0M | $253K |
