Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Loomis Sayles Sm Cap Growth N in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FURMAN UNIVERSITY FURMAN UNIVERSITY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | GREENVILLE SC | 1,343 | $346.8M | $1.7M |
| 2 | TRUSTEES OF HAMPSHIRE COLLEGE HAMPSHIRE COLLEGE 403(B) RETIREMENT PLAN | AMHERST MA | 258 | $160.5M | $88K |