Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Loomis Sayles Small Cap Growth Fund Class N " in their Schedule of Assets, totaling $68.1M 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 | LABORATORY CORPORATION OF AMERICA HOLDINGS LABORATORY CORPORATION OF AMERICA HOLDINGS 401(K) SAVINGS PLAN | BURLINGTON NC | 50,677 | $4.5B | $42.0M |
| 2 | KEOLIS KEOLIS AMERICA, INC. 401(K) SAVINGS PLAN | BOSTON MA | 5,252 | $280.9M | $8.6M |
| 3 | FORTREA INC. FORTREA 401(K) PLAN |
DURHAM NC |
| 4,008 |
| $606.0M |
| $7.0M |
| 4 | CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY, P.C. CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN | HOUSTON TX | 347 | $126.1M | $3.0M |
| 5 | CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN | HOUSTON TX | 232 | $89.4M | $2.5M |
| 6 | UNIVISION COMMUNICATIONS INC. UNIVISION SAVINGS TAX ADVANTAGE RETIREMENT PLAN | TEANECK NJ | 3,585 | $529.2M | $2.1M |
| 7 | BARON & BUDD, A PROFESSIONAL CORPORATION BARON & BUDD, P.C. 401(K) RETIREMENT AND PROFIT SHARING PLAN | DALLAS TX | 183 | $55.2M | $1.8M |
| 8 | BIESSE AMERICA, INC. BIESSE AMERICA, INC. 401K PROFIT SHARING PLAN | CHARLOTTE NC | 155 | $16.9M | $511K |
| 9 | INTERSTATE & LAKELAND LUMBER CORP. INTERSTATE & LAKELAND LUMBER CORP. 401(K) PLAN | GREENWICH CT | 126 | $29.9M | $494K |
| 10 | GUERNSEY HEALTH SYSTEMS GUERNSEY HEALTH SYSTEMS 403(B) SAVINGS PLAN | CAMBRIDGE OH | 685 | $29.6M | $50K |
