Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Loomis Sayles Small Cap Growth in their Schedule of Assets, totaling $23.5M 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 | NATIXIS INVESTMENT MANAGERS, LLC 401(K) SAVINGS AND RETIREMENT PLAN, SPONSORED BY NATIXIS INVESTMENT MANAGERS, LLC | BOSTON MA | 988 | $468.1M | $16.5M |
| 2 | TFORCE HOLDINGS USA, INC. TFORCE HOLDINGS USA, INC. 401(K) PLAN | DALLAS TX | 5,574 | $276.4M | $1.8M |
| 3 | FAMILY HEALTHSERVICES MINNESOTA, P.A. |
ST. PAUL MN |
| 273 |
| $71.8M |
| $1.5M |
| 4 | UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIV. OF SOUTH CAROLINA UMA SUPPLEMENTAL 403(B) PLAN | CHARLESTON SC | 3,064 | $157.6M | $1.1M |
| 5 | CARY OIL CO., INC. CARY OIL CO., INC. 401(K) PLAN | CARY NC | 189 | $29.9M | $767K |
| 6 | SWIFT, CURRIE, MCGHEE & HIERS SWIFT, CURRIE, MCGHEE & HIERS 401(K) PROFIT SHARING PLAN | ATLANTA GA | 347 | $96.1M | $433K |
| 7 | HARVARD MANAGEMENT COMPANY INC. HARVARD MANAGEMENT COMPANY INC. PENSION PLAN | BOSTON MA | 102 | $58.2M | $400K |
| 8 | HARVARD MANAGEMENT COMPANY INC. THE HARVARD MANAGEMENT COMPANY 403(B) TAX-DEFERRED ANNUITY PLAN | BOSTON MA | 112 | $58.1M | $376K |
| 9 | PHOENIX TUBE COMPANY, INC. PHOENIX TUBE COMPANY, INC. 401(K) PROFIT SHARING PLAN | BETHLEHEM PA | 134 | $12.7M | $282K |
| 10 | F&M FINANCIAL CORPORATION F&M FINANCIAL CORPORATION 401(K) PLAN | SALISBURY NC | 139 | $21.8M | $228K |
