Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Loomis Sayles Small Cap Value Retail in their Schedule of Assets, totaling $105 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 | STEP UP SUNCOAST, INC. STEP UP SUNCOAST, INC. 403(B) PLAN | SARASOTA FL | 205 | $7.5M | $105 |
