Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding Loomis Sayles Small-cap growth fund # in their Schedule of Assets, totaling $373.6M 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 | AUTOMATIC DATA PROCESSING, INC. AUTOMATIC DATA PROCESSING, INC. RETIREMENT AND SAVINGS PLAN | ROSELAND NJ | 34,516 | $7.3B | $253.2M |
| 2 | LOOMIS, SAYLES & COMPANY, L.P. LOOMIS, SAYLES & COMPANY, L.P. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | BOSTON MA | 776 | $647.5M | $29.9M |
| 3 | BROWN & BROWN, INC. |
DAYTONA BEACH FL |
| 12,393 |
| $1.8B |
| $22.1M |
| 4 | SAUL EWING LLP SAUL EWING RETIREMENT PLAN | PHILADELPHIA PA | 869 | $489.3M | $9.2M |
| 5 | MEMORIAL HEALTH SYSTEM MEMORIAL HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT SAVINGS PLAN | SPRINGFIELD IL | 7,980 | $719.0M | $7.7M |
| 6 | DATASCOPE CORP. GETINGE GROUP 401(K) RETIREMENT PLAN | WAYNE NJ | 2,602 | $642.8M | $7.7M |
| 7 | FOTH & VAN DYKE, LLC FOTH & VAN DYKE, LLC 401(K) RETIREMENT SAVINGS PLAN | DE PERE WI | 692 | $177.8M | $5.9M |
| 8 | CONTINENTAL RESOURCES, INC. CONTINENTAL RESOURCES, INC. 401(K) | OKLAHOMA CITY OK | 1,400 | $389.7M | $5.1M |
| 9 | DRAEGER, INC. DRAEGER US RETIREMENT SAVINGS PLAN | TELFORD PA | 1,099 | $339.9M | $5.1M |
| 10 | HOLIDAY INN CLUB VACATIONS INCORPORATED HOLIDAY INN CLUB VACATIONS INCORPORATED RETIREMENT PLAN | ORLANDO FL | 4,144 | $160.1M | $4.1M |
