Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Loomis Sayles Small Cap Growth Fund Class N Registered Investment Company in their Schedule of Assets, totaling $1.4M 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 | BACKOFFICE ASSOCIATES, LLC DBA SYNITI BACKOFFICE ASSOCIATES, LLC DBA SYNITI PROFIT SHARING PLAN | NEEDHAM MA | 428 | $93.0M | $1.4M |
