Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Loomis Sayles Small Cap Growth Fund Mutual fund in their Schedule of Assets, totaling $42.5M 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 | ANYWHERE REAL ESTATE GROUP LLC ANYWHERE REAL ESTATE GROUP LLC EMPLOYEE SAVINGS PLAN | MADISON NJ | 7,548 | $1.0B | $15.1M |
| 2 | AISIN HOLDINGS OF AMERICA, INC. AISIN RETIREMENT SECURITY PLAN | SEYMOUR IN | 10,324 | $571.0M | $5.0M |
| 3 | GOJO INDUSTRIES, INC. GOJO RETIREMENT SAVINGS PLAN |
AKRON OH |
| 1,646 |
| $244.7M |
| $4.1M |
| 4 | ELEMENT SOLUTIONS INC ELEMENT SOLUTIONS INC EMPLOYEE SAVINGS AND 401(K) PLAN | WATERBURY CT | 1,081 | $302.7M | $4.0M |
| 5 | CHECK POINT SOFTWARE TECHNOLOGIES, INC. CHECK POINT SOFTWARE TECHNOLOGIES, INC 401(K) RETIREMENT PLAN | REDWOOD CITY CA | 1,522 | $285.4M | $2.2M |
| 6 | BANKERS TRUST COMPANY BANKERS TRUST COMPANY 401(K) SAVINGS PLAN | DES MOINES IA | 610 | $111.5M | $1.8M |
| 7 | AZELIS AMERICAS, LLC AZELIS AMERICAS, LLC 401(K) RETIREMENT PLAN | STERLING MA | 626 | $92.2M | $1.6M |
| 8 | GUITAR CENTER, INC. GUITAR CENTER, INC. 401(K) PLAN | WESTLAKE VILLAGE CA | 14,078 | $182.4M | $1.5M |
| 9 | MONTAGE HOTELS AND RESORTS, LLC MONTAGE HOTELS & RESORTS 401(K) PLAN | IRVINE CA | 4,443 | $112.7M | $1.4M |
| 10 | CALIFORNIA ASSOCIATION OF REALTORS CALIFORNIA ASSOCIATION OF REALTORS PROFIT SHARING PLAN | LOS ANGELES CA | 134 | $67.5M | $1.0M |
