Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Loomis Sayles Small Cap Growth Fund N Mutual fund in their Schedule of Assets, totaling $891K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CAR-FRESHNER CORPORATION CAR-FRESHNER CORPORATION 401(K) SAVINGS AND PROFIT SHARING PLAN | WATERTOWN NY | 468 | $51.0M | $780K |
| 2 | HARBOR HEALTH SERVICES, INC. HARBOR HEALTH SERVICES, INC. 403(B) PLAN | MATTAPAN MA | 607 | $45.2M | $89K |
| 3 | ACADEMIC MEDICAL GROUP, INC. |
TAMPA FL |
| 1,948 |
| $21.6M |
| $22K |