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 Inst in their Schedule of Assets, totaling $3.5M 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 | TS TECH AMERICAS, INC. TS TECH 401K SAVINGS PLAN | REYNOLDSBURG OH | 2,728 | $161.9M | $2.8M |
| 2 | ULTRATEC, INC. ULTRATEC, INC. 401(K) PLAN | MADISON WI | 720 | $28.0M | $438K |
| 3 | VERANEX, INC. VERANEX 401K PLAN | BOSTON MA |
| 339 |
| $51.5M |
| $291K |
