Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Loomis Sayles Small Cap Growth Fund; Institutional Class in their Schedule of Assets, totaling $120.4M 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 | NORTHWESTERN MUTUAL LIFE INS.CO. THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND | MILWAUKEE WI | 6,097 | $1.4B | $39.8M |
| 2 | THE MATHWORKS, INC. THE MATHWORKS 401(K) RETIREMENT PLAN | NATICK MA | 3,799 | $1.8B | $38.4M |
| 3 | NORTHWESTERN MUTUAL LIFE INS. CO. |
MILWAUKEE WI |
| 8,160 |
| $2.9B |
| $33.0M |
| 4 | MOORE & VAN ALLEN PLLC MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 697 | $403.2M | $6.9M |
| 5 | AMERICAN SPECIALTY HEALTH INCORPORATED AMERICAN SPECIALTY HEALTH INCORPORATED 401(K) SAVINGS PLAN | SAN DIEGO CA | 1,788 | $136.2M | $1.6M |
| 6 | BOYS & GIRLS CLUBS OF AMERICA NATIONAL BOYS & GIRLS CLUBS OF AMERICA NATIONAL 401(K) PLAN | ATLANTA GA | 556 | $104.8M | $425K |
| 7 | SOUTHEAST ALASKA REGIONAL HEALTH CONSORTIUM (SEARHC) SOUTHEAST ALASKA REGIONAL HEALTH CONSORTIUM (SEARHC) 401(K) PLAN | JUNEAU AK | 1,565 | $114.0M | $361K |
