Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Loomis Sayles Small Cap Growth Registered Investment Company in their Schedule of Assets, totaling $48K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ADVANCED PHYSICAL THERAPY & SPORTS MEDICINE ADVANCED PHYSICAL THERAPY 401(K) PLAN | APPLETON WI | 119 | $11.0M | $28K |
| 2 | MOMOMILK, LLC MOMOMILK, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 111 | $3.0M | $17K |
| 3 | NEW RESOURCES COMPANIES, INC. NEW RESOURCES COMPANIES 401(K) PLAN |
MILWAUKEE WI |
| 135 |
| $12.0M |
| $3K |
