Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Loomis Sayles Small Cap Growth Fund Institutional Class Mutual Fund in their Schedule of Assets, totaling $11.1M 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 | SLEEP NUMBER CORPORATION SLEEP NUMBER PROFIT SHARING AND 401(K) PLAN | MINNEAPOLIS MN | 3,765 | $257.4M | $9.2M |
| 2 | BUCKLEY LLP BUCKLEY LLP PROFIT SHARING AND SECTION 401(K) PLAN | WASHINGTON DC | 201 | $95.9M | $909K |
| 3 | WORLD GROUP LLC THE WORLD GROUP SAVINGS AND INVESTMENT PLAN |
CLEVELAND OH |
| 876 |
| $75.1M |
| $734K |
| 4 | WHITEHEAD OIL COMPANY WHITEHEAD OIL COMPANY 401(K) PROFIT SHARING PLAN | LINCOLN NE | 524 | $20.2M | $286K |
