Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Loomis Sayles LOOMIS SM CP GRTH N in their Schedule of Assets, totaling $21.5M 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 | COVENANT HEALTH COVENANT HEALTH 401(K) PLAN | KNOXVILLE TN | 9,723 | $894.1M | $11.6M |
| 2 | MICROCHIP TECHNOLOGY INCORPORATED MICROCHIP TECHNOLOGY INCORPORATED SAVINGS PLAN | CHANDLER AZ | 6,662 | $1.6B | $8.1M |
| 3 | CITADEL FEDERAL CREDIT UNION CITADEL RETIREMENT PLAN |
EXTON PA |
| 554 |
| $84.1M |
| $932K |
| 4 | COVENANT MEDICAL GROUP, INC. COVENANT MEDICAL MANAGEMENT 401(K) AND PROFIT SHARING PLAN | KNOXVILLE TN | 201 | $14.6M | $472K |
| 5 | METHODIST MEDICAL CENTER OF OAK RIDGE METHODIST MEDICAL CENTER OF OAK RIDGE SALARY DEFERRAL PLAN FOR UNION EMPLOYEES | OAK RIDGE TN | 1,093 | $56.3M | $221K |
| 6 | ASTREYA PARTNERS, LLC ASTREYA PARTNERS, LLC 401K PROFIT SHARING PLAN & TRUST | SAN JOSE CA | 976 | $26.2M | $132K |
| 7 | MORRISTOWN-HAMBLEN HOSPITAL ASSOCIATION MORRISTOWN-HAMBLEN HOSPITAL ASSOCIATION 401(K) PLAN | MORRISTOWN TN | 952 | $37.7M | $74K |
