Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding LOOMIS SAYLES SMCAP GR CL I Registered Investment Company in their Schedule of Assets, totaling $57.7M 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 | THE MATHWORKS, INC. THE MATHWORKS 401(K) RETIREMENT PLAN | NATICK MA | 3,799 | $1.8B | $38.4M |
| 2 | SHARP ELECTRONICS CORPORATION THE SHARP EMPLOYEES SAVINGS AND INVESTMENT PLAN | MONTVALE NJ | 1,692 | $473.2M | $8.4M |
| 3 | EPLUS INC. EPLUS INC. 401(K) PROFIT SHARING PLAN |
HERNDON VA |
| 2,215 |
| $320.7M |
| $6.3M |
| 4 | CBC COMPANIES, INC. CBC COMPANIES, INC. PROFIT SHARING AND SAVINGS PLAN | COLUMBUS OH | 632 | $169.0M | $2.7M |
| 5 | CALIFORNIA ASSOCIATION OF REALTORS CALIFORNIA ASSOCIATION OF REALTORS PROFIT SHARING PLAN | LOS ANGELES CA | 134 | $67.5M | $1.0M |
| 6 | WORLD GROUP LLC THE WORLD GROUP SAVINGS AND INVESTMENT PLAN | CLEVELAND OH | 876 | $75.1M | $734K |
