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 Mutual Fund N/A in their Schedule of Assets, totaling $5.0M 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 | BARNARD CONSTRUCTION COMPANY, INC. SAVE MORE RETIREMENT PLAN AND TRUST | BOZEMAN MT | 523 | $127.1M | $3.9M |
| 2 | MONUMENT HEALTH, INC. MONUMENT HEALTH, INC. 403(B) PLAN | RAPID CITY SD | 5,494 | $364.8M | $1.1M |
