Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Loomis Sayles Small Cap Growth Fund; Retail Class in their Schedule of Assets, totaling $5.4M 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 | ALLAN MYERS, INC. ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN | WORCESTER PA | 984 | $210.0M | $3.0M |
| 2 | DIALOGDIRECT, INC. QUALFON/DIALOG DIRECT 401K PLAN | HIGHLAND PARK MI | 3,089 | $55.7M | $826K |
| 3 | MELTON & MELTON, LLP MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST |
HOUSTON TX |
| 138 |
| $41.8M |
| $749K |
| 4 | ALLAN MYERS, INC. ALLAN MYERS HOURLY RETIREMENT PLAN | WORCESTER PA | 1,475 | $158.2M | $659K |
| 5 | PO LIGHTING USA, INC. PO LIGHTING USA 401(K) PLAN | TROY MI | 52 | $17.6M | $170K |
