Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Loomis Sayles Small Cap Growth Instl Mutual fund in their Schedule of Assets, totaling $11.0M 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 | CENTRIC BRANDS HOLDING LLC CENTRIC BRANDS 401(K) PLAN | NEW YORK NY | 1,491 | $180.9M | $5.5M |
| 2 | PIEDMONT HEALTHCARE, P.A. PIEDMONT HEALTHCARE EMPLOYEES' 401K PLAN AND TRUST | STATESVILLE NC | 871 | $177.0M | $3.3M |
| 3 | DELMAR SYSTEMS, INC. DELMAR SYSTEMS, INC. PROFIT SHARING 401(K) PLAN |
BROUSSARD LA |
| 84 |
| $42.6M |
| $1.1M |
| 4 | CONNING & COMPANY CONNING & COMPANY (U.S.) RETIREMENT SAVINGS PLAN | HARTFORD CT | 370 | $160.2M | $772K |
| 5 | MIDWEST BANC HOLDING COMPANY MIDWEST BANC HOLDING COMPANY 401(K) AND PROFIT SHARING PLAN | NORFOLK NE | 189 | $37.7M | $213K |
| 6 | JAVITCH BLOCK LLC JAVITCH BLOCK LLC 401(K) PLAN | CLEVELAND OH | 187 | $7.4M | $85K |
