Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Loomis Sayles Small Cap Growth Fund Mutual fund in their Schedule of Assets, totaling $32.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | 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 | CHECK POINT SOFTWARE TECHNOLOGIES, INC. CHECK POINT SOFTWARE TECHNOLOGIES, INC 401(K) RETIREMENT PLAN | REDWOOD CITY CA | 1,522 | $285.4M | $2.2M |
| 5 | BANKERS TRUST COMPANY BANKERS TRUST COMPANY 401(K) SAVINGS PLAN | DES MOINES IA | 610 | $111.5M | $1.8M |
| 6 | CALIFORNIA ASSOCIATION OF REALTORS CALIFORNIA ASSOCIATION OF REALTORS PROFIT SHARING PLAN | LOS ANGELES CA | 134 | $67.5M | $1.0M |
| 7 | ANRITSU COMPANY ANRITSU COMPANY SALARY DEFERRAL PLAN | MORGAN HILL CA | 464 | $288.7M | $809K |
| 8 | PREMIER ORTHOPAEDIC AND SPORTS MEDICINE ASSOCIATES, LTD. PREMIER ORTHOPAEDIC AND SPORTS MEDICINE ASSOCIATES LTD. 401K PROFIT SHARING PLAN | NEWTOWN SQUARE PA | 264 | $105.2M | $556K |
| 9 | GELFAND, RENNERT & FELDMAN, LLC GELFAND, RENNERT & FELDMAN 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 640 | $90.0M | $527K |
| 10 | ALLIED PRINTING SERVICES, INCORPORATED ALLIED PRINTING SERVICES, INCORPORATED 401(K) RETIREMENT SAVINGS PLAN | MANCHESTER CT | 411 | $40.7M | $476K |
