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 Instl - in their Schedule of Assets, totaling $1.4M 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 | LOWNDES, DROSDICK, DOSTER, KANTOR & REED, PA LOWNDES, DROSDICK, DOSTER, KANTOR & REED, P.A. RETIREMENT PLAN | ORLANDO FL | 171 | $91.5M | $633K |
| 2 | AMCOR FLEXIBLES NORTH AMERICA, INC. AMCOR 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES | OSHKOSH WI | 2,130 | $133.0M | $358K |
| 3 | REINKE MANUFACTURING COMPANY, INC. |
DESHLER NE |
| 473 |
| $39.8M |
| $253K |
| 4 | ACADEMY OF BASIC EDUCATION BROOKFIELD ACADEMY RETIREMENT PLAN | BROOKFIELD WI | 130 | $20.8M | $183K |
| 5 | GIRL SCOUTS OF WESTERN OHIO GIRL SCOUTS OF WESTERN OHIO'S 401(K) THRIFT PLAN | CINCINNATI OH | 113 | $3.8M | $9K |