Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Loomis Sayles Small Cap Growth Fund Class N Mutual funds in their Schedule of Assets, totaling $6.0M 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 | CARL ZEISS MEDITEC INC. CARL ZEISS MEDITEC, INC. RETIREMENT AND INVESTMENT PLAN | DUBLIN CA | 1,202 | $290.7M | $6.0M |
| 2 | KRUSE WESTERN HOLDINGS, LLC KRUSE WESTERN HOLDINGS, LLC 401(K) AND PROFIT SHARING PLAN | GOSHEN CA | 82 | $13.9M | $5K |
