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 Mutual fund in their Schedule of Assets, totaling $4.2M 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 | ENTERPRISE BANK AND TRUST COMPANY ENTERPRISE BANK AND TRUST COMPANY 401(K) PLAN | LOWELL MA | 601 | $128.1M | $1.5M |
| 2 | AVM, L.P. AVM, L.P. PROFIT SHARING PLAN | BOCA RATON FL | 77 | $74.5M | $1.2M |
| 3 | UNITED SERVICE ORGANIZATIONS, INC. UNITED SERVICE ORGANIZATIONS RETIREMENT SAVINGS PLAN |
ARLINGTON VA |
| 671 |
| $87.6M |
| $715K |
| 4 | HEALTH PRIME INTERNATIONAL LLC HPI 401(K) PLAN | OXON HILL MD | 255 | $27.4M | $701K |
| 5 | SOLDIER ON, INC. SOLDIER ON 403(B) PLAN | PITTSFIELD MA | 181 | $9.2M | $116K |
