Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Loomis Sayles Small Cap Growth Fund N in their Schedule of Assets, totaling $20.8M 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 | BOARD OF TRUSTEES, IBEW LOCAL 332 PENSION PLAN PART B IBEW LOCAL 332 PENSION PLAN PART B | SAN JOSE CA | 2,150 | $885.7M | $16.3M |
| 2 | UNITED NATIONS FEDERAL CREDIT UNION UNITED NATIONS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | LONG ISLAND CITY NY | 694 | $158.7M | $4.3M |
| 3 | SALANTER AKIBA RIVERDALE ACADEMY |
BRONX NY |
| 392 |
| $58.8M |
| $97K |
| 4 | HARMONIC DRIVE LLC SAVINGS PLAN OF HARMONIC DRIVE LLC | BEVERLY MA | 218 | $26.9M | $65K |
| 5 | SECURITY LOCK DISTRIBUTORS, INC. SECURITY LOCK DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WESTWOOD MA | 283 | $36.6M | $38K |
| 6 | MONARCH COMMUNITIES MANAGEMENT LLC MONARCH COMMUNITIES MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 423 | $2.2M | $25K |
