Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Loomis Sayles Small Cap Growth N in their Schedule of Assets, totaling $20.4M 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 | DAWN FOODS, INC. DAWN FOODS RETIREMENT SAVINGS PLAN | JACKSON MI | 1,589 | $224.8M | $9.2M |
| 2 | WRIGHT, LINDSEY & JENNINGS LLP WRIGHT, LINDSEY & JENNINGS LLP PROFIT SHARING PLAN AND TRUST | LITTLE ROCK AR | 106 | $69.5M | $2.6M |
| 3 | THE COLONY GROUP, LLC THE COLONY GROUP, LLC 401(K) PROFIT SHARING PLAN |
BOSTON MA |
| 551 |
| $269.5M |
| $2.2M |
| 4 | MALONEY & NOVOTNY LLC MALONEY & NOVOTNY LLC 401K SAVINGS PLAN AND TRUST | CLEVELAND OH | 150 | $24.9M | $1.2M |
| 5 | WILLIAM MARSH RICE UNIVERSITY WILLIAM MARSH RICE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 6,816 | $929.6M | $1.1M |
| 6 | WILLIAM MARSH RICE UNIVERSITY WILLIAM MARSH RICE UNIVERSITY SUPPLEMENTAL 403(B) PLAN | HOUSTON TX | 5,552 | $847.9M | $999K |
| 7 | ASPLUNDH TREE EXPERT, LLC ASPLUNDH TREE EXPERT, LLC PROFIT SHARING PLAN | WILLOW GROVE PA | 2,468 | $342.7M | $891K |
| 8 | PRESIDENT AND TRUSTEES OF BATES COLLEGE BATES COLLEGE MONEY PURCHASE PENSION PLAN | LEWISTON ME | 750 | $173.0M | $632K |
| 9 | RESTAURANT TECHNOLOGIES, INC. RESTAURANT TECHNOLOGIES, INC. & SUBSIDIARIES 401(K) PLAN | MENDOTA HEIGHTS MN | 1,387 | $69.9M | $418K |
| 10 | INTREPID MUSEUM FOUNDATION INTREPID MUSEUM FOUNDATION 403(B) PLAN | NEW YORK NY | 398 | $12.5M | $377K |
