Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Loomis Sayles SmallCap Growth Mutual fund in their Schedule of Assets, totaling $1.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHELBY COUNTY MEMORIAL HOSPITAL ASSOCIATION DBA WILSON HEALTH WILSON HEALTH 401(K) PLAN | SIDNEY OH | 755 | $88.8M | $998K |
| 2 | SENTE MORTGAGE SENTE MORTGAGE RETIREMENT SAVINGS PLAN | AUSTIN TX | 0 | $8.9M | $6K |