Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Loomis Sayles Small Cap Growth Fund I in their Schedule of Assets, totaling $17.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CARILION CLINIC CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN | ROANOKE VA | 13,094 | $822.2M | $13.8M |
| 2 | CARILION CLINIC CARILION CLINIC 401(K) RETIREMENT SAVINGS PLAN | ROANOKE VA | 2,201 | $135.1M | $3.1M |
| 3 | BOYS & GIRLS CLUBS OF SNOHOMISH COUNTY BOYS & GIRLS CLUBS OF SNOHOMISH COUNTY PENSION PLAN |
EVERETT WA |
| 116 |
| $8.1M |
| $24K |
