Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Loomis Sayles Small Cap Growth Fund N in their Schedule of Assets, totaling $16.4M 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 | 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 | HARMONIC DRIVE LLC SAVINGS PLAN OF HARMONIC DRIVE LLC | BEVERLY MA | 218 | $26.9M | $65K |
| 3 | SECURITY LOCK DISTRIBUTORS, INC. SECURITY LOCK DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
WESTWOOD MA |
| 283 |
| $36.6M |
| $38K |
| 4 | MONARCH COMMUNITIES MANAGEMENT LLC MONARCH COMMUNITIES MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 423 | $2.2M | $25K |
