Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Loomis Sayles Loomis Sayles Small Cap Value Fund in their Schedule of Assets, totaling $2.9M 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 | LOOMIS, SAYLES & COMPANY, L.P. LOOMIS-SAYLES FUNDED PENSION PLAN | BOSTON MA | 110 | $125.8M | $2.5M |
| 2 | UFCW UNION LOCAL 919 & CONTRIBUTING EMPL PENSION UFCW UNION LOCAL 919 & CONTRIBUTING EMPLOYERS' FOOD PENSION FUND | FARMINGTON CT | 4,271 | $470.3M | $388K |
