Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Loomis Sayles Sm Cap Growth N Mutual fund in their Schedule of Assets, totaling $36.6M 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 | RGA REINSURANCE COMPANY RGA SAVINGS PLAN | CHESTERFIELD MO | 2,257 | $669.8M | $20.9M |
| 2 | NORTHWESTERN UNIVERSITY NORTHWESTERN UNIVERSITY RETIREMENT PLAN | EVANSTON IL | 10,023 | $4.4B | $11.8M |
| 3 | NORTHWESTERN UNIVERSITY NORTHWESTERN UNIVERSITY VOLUNTARY SAVINGS PLAN |
EVANSTON IL |
| 13,658 |
| $1.2B |
| $3.5M |
| 4 | PHYSICIANS PRACTICE ENHANCEMENT, LLC PHYSICIANS' PRACTICE ENHANCEMENT, LLC 401(K) PROFIT SHARING PLAN | RED BANK NJ | 335 | $13.2M | $251K |
| 5 | VALO HEALTH INC. VALO HEALTH RETIREMENT SAVING PLAN | LEXINGTON MA | 117 | $13.0M | $160K |
