Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Loomis Sayles Small Cap Growth Institutional in their Schedule of Assets, totaling $34.2M 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 | GATES FOUNDATION BILL & MELINDA GATES FOUNDATION SHARING RETIREMENT PLAN | SEATTLE WA | 2,156 | $680.1M | $22.9M |
| 2 | GATES FOUNDATION BILL & MELINDA GATES FOUNDATION EMPLOYEE RETIREMENT PLAN | SEATTLE WA | 2,144 | $336.3M | $11.3M |
